Asset Management Strategies

How can your investments best serve your institution? A short-term income stream. Long-term equity. Tax-advantages now, or in the future. Let us help you find the right plan for you.

A Foundation in Investment Management

Our Cavanal Hill Investment Management, Inc. affiliate is a leading investment management firm. We'll help you select from a broad range of ideas to bring you solid asset management strategies for success.

Leading Investment Management Affiliate

Active management provides value to clients. Cavanal Hill Investment Management, Inc. is our partner because of their integrity, tenure and discipline around asset management strategies. Their process is fundamentally driven, disciplined, diversified and value-oriented.

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Widespread Institutional Services

Together with Cavanal Hill, we provide asset management services to foundations, endowments, health care facilities, educational institutions, banking institutions, tribal and governmental entities, retirement plans and high net worth individuals across the nation.

The Right Strategy for Your Organization

Interested in a short-term fixed income? Building equity? Taxable or tax-exempt? We'll help you ask and answer the right questions to meet the current and future needs of your organization.

A Wide Range of Strategies

Cavanal Hill offers a range of strategies to meet the unique needs of clients, including:

  • Tax Exempt Cash/Fixed Income Strategies
  • Taxable Cash/Fixed Income Strategies
  • Equity Strategies
  • Opportunistic Strategies

Tax Exempt Cash/Fixed Income Strategies

  • Tax Exempt Cash
  • Intermediate Tax Free
  • State-Specific Tax Exempt
  • Enhanced Tax Exempt

Taxable Cash/Fixed Income Strategies

  • Short-Term Fixed Income
  • Short-Intermediate Fixed Income
  • Core Fixed Income
  • Short-Intermediate Government Fixed Income
  • Strategic Fixed Income
  • Cash Management
  • U.S. Treasury

Equity Strategies – Quantitative

  • Large Cap Core Equity
  • Large Cap Value Equity
  • Large Cap Growth Equity
  • Mid Cap Core Equity

Equity Strategies

  • Large Cap Core Equity
  • Dividend Equity Strategy

Let's Talk

Talk with one of our Institutional Wealth professionals today.

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