Kaufman Hall Investment Management

Kaufman Hall Investment Management, LLC is an SEC-registered Investment Adviser founded on September 15, 2023, with a primary focus on providing investment advisory services to institutional investors. The firm specializes in offering Investment Strategy services, including Investment Platform Design & Assessment Services and investment consultant search services. Additionally, they provide Asset Allocation Support through Strategic Resource Allocation services. Clients of Kaufman Hall Investment Management can expect a focus on generating attractive returns while preserving capital, primarily through investments in U.S. government/agency bonds, state and local bonds, corporate bonds, and asset-backed securities. The firm offers both discretionary and non-discretionary investment advisory services to state and local municipal entities, nonprofit hospitals, healthcare institutions, higher education institutions, and other institutional investors. Regarding fees, the firm charges fixed fees for Investment Strategy services, monthly fees for Asset Allocation Support, and fees based on a percentage of assets under management for Investment Management services. Clients may also incur brokerage and transaction charges, and custodian fees. Kaufman Hall Investment Management operates as a fiduciary, acting in the best interests of its clients. The firm does not charge performance-based fees and manages client accounts individually to ensure the best outcomes for each client. Clients have the option to direct brokerage to selected broker-dealers, but this may impact the cost and execution of transactions. The firm's investment strategies are backed by fundamental, technical, and cyclical analysis, with a focus on risk management to address potential risks such as macroeconomic, interest rate, spread, prepayment, liquidity, and credit risks. Clients' investments are continuously reviewed and monitored to align with their objectives and guidelines. Overall, Kaufman Hall Investment Management offers a comprehensive range of services tailored to institutional investors, with a commitment to providing transparent and client-focused investment solutions.