GREENWICH, Conn.--()--Commonwealth Asset Management (CAM), a Greenwich, Connecticut based investment advisor, whose particular focus is on private wealth and family office investors, is pleased to announce its introduction of a solution-based, customized cash management investment portfolio service designed for the institutional investors.
Within its core competencies, CAM seeks to deliver a superior level of personalized service and investment results through unparalleled institutional market access and expertise.
Leading CAM’s institutional offering is Henley L. Smith, a respected investment advisor with more than 25 years of experience in delivering returns to clients through a conservative, market flexible approach to portfolio management. Mr. Smith has a well documented record of service, market insight, and performance, and has positioned CAM’s products as the underpinning on which to create and conserve wealth. With this new strategy, CAM seeks to convert portfolio cash holdings, a currently underperforming asset, into a productive risk management and wealth preservation tool.
“Given the ongoing economic and political concerns, cash as a percentage of overall portfolios continues to rise in the institutional market place in particular. This, now more than ever, requires an attention to detail beyond the traditional default asset allocation into money market mutual funds and various inappropriate “stretch for yield” strategies”, comments Mr. Smith.
CAM provides a separately managed account structure that turn keys directly through a client’s designated custodian or prime broker. This approach assures the ultimate in principal protection, liquidity enhancement and allows for an active management style that is backed by a long-term historical track record of superior results.
Mr. Smith adds, “with the potential of additional Federal regulatory controls that redefine the basic construct of money market mutual funds, as well as, the scheduled year-end expiration of unlimited FDIC insurance on non-interest bearing transaction accounts, we believe the time is now for investors to recognize cash as a foundational and vital asset class the requires client control, market transparency and a specialized viewpoint for success.”