Public Sector Investment Services
Public Sector Investment Services
At a glance
Baker Tilly Investment Services (BTIS) specializes in portfolio management and investment advisory services for the public sector.
BTIS manages short-term investments to generate stable returns and preserve capital. We are dedicated to serving local government entities, utilities, libraries, public school districts and higher education.
As fiduciaries, we are legally and ethically required to act in the best interest of our clients, always putting their needs ahead of our own. We charge a quarterly fee for our services, rather than earning commissions which could influence our recommendations.
Investment advisory services are offered through Baker Tilly Wealth Management, LLC, a registered investment adviser.
Tailored solutions
As investing becomes increasingly complex, making informed decisions is more crucial than ever. We specialize in customized fixed-income portfolio management — including institutional fixed income strategies — regulatory compliance, risk assessment, and providing objective advice to help your organization navigate these challenges.
Our practice areas include the investment and management of municipal bond proceeds and operating funds, acting as bidding agent for advance refunding escrows and facilitating banking RFP (request for proposal) processes.
Our industries and services
Government Services
Baker Tilly guides governments, utilities and school districts to pursue growth goals, meet financial obligations and build stronger communities.
Higher Education
We empower higher education leaders to navigate the greatest challenges and ensure universities and colleges continue sustainability to drive social mobility, knowledge creation, economic and workforce development while contributing to a healthier and more just and civil society. Baker Tilly will help you articulate and realize your goals and maximize your chances of achieving them. Let's go there. Now, for tomorrow.
Energy
Energy consulting expertise where it matters — on the ground, in the grid and for the future.
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