We listen before we speak, and think before we give advice, so that we can deliver innovative solutions. Beekman Securities’s Institutional Investments is dedicated to providing competitive investment management and administrative services to middle-market corporations, unions, municipalities, and non-profit organizations.
Put Our Expertise and Service to Work for You
Who understands your organization and its goals? We do. When you work with Beekman Securities Institutional Investments to help manage your investment program, you get the services of a Relationship Manager who can develop customized solutions. Your relationship manager will focus on understanding your needs now and in the future, and then draw on Beekman Securities’s wide range of resources to help make your goals a reality.
Solutions for Every Need
We deliver a full range of investment capabilities, styles and products to help your organization achieve its financial goals:
* Investment/Asset Management – A wide range of equity and fixed income products from short- to long-duration, including individually managed portfolios and a suite of mutual funds.
* Defined Benefit Plan Services – Trustee and Custodian services, investment management, operational reporting – along with Internet access for investment professionals.
* Defined Contribution Plan Services – Non-discretionary trustee services, daily record-keeping and administration, educational services and an array of investment options in a single-bundled package called Vested Interest?. There are additional solutions for plans with overall assets exceeding $25 million.
* Short-term Liquidity Management – For organizations with excess cash on their balance sheets, we can create a customized portfolio utilizing equity, taxable and municipal fixed income strategies.
* Planned Giving – Providing expertise in the specialized area of life-income gift administration and investments for charitable gift annuities, charitable remainder trusts and pooled income funds for over 30 years.
* Alternative Investments – Beekman Securities provides qualified institutional and high net worth clients with access to hedge funds as well as private equity.
Whether you just need a single product to fill a particular niche, or you want full-service investment management delivered through dedicated investment professionals, Beekman Securities Institutional Investments has the resources and expertise to help meet your needs. Send us an e-mail to learn more on how Beekman Securities Institutional Investments can help your organization.