Kaufman Hall Investment Management, LLC (KHIM) is an SEC registered investment advisor with more than 35 years of experience (including experience from its predecessor firm, Ponder Investment Co. (PIC) primarily serving not-for-profit clients.
KHIM is a wholly-owned subsidiary of Kaufman, Hall & Associates, LLC (Kaufman Hall). In October 2023, Kaufman Hall, KHIM's direct parent, acquired the assets PIC, a registered investment advisory firm based in Brentwood, TN, that provides investment management services to nonprofit healthcare, cultural, and other institutions.
KHIM’s Fixed Income Portfolio Management team specializes in management of bond proceeds, board designated and unrestricted cash/liquidity funds. Additionally, KHIM’s Investment Platform team provides objective and experienced support in sourcing the best investment partner suited to your organization’s needs while developing strategic approaches to deploy invested assets and creating the right infrastructure for managing those assets.
For additional information about KHIM, including fees and services, please contact us or refer to KHIM's Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).