Healthcare organizations by nature must maintain fixed income asset portfolios. KHIM’s focus is on identifying our clients’ unique investment circumstances and creating an investment approach tailored to meet those needs.
Our portfolio managers specialize in constructing and maintaining fixed income portfolio solutions that incorporate unique organizational goals, constraints and return objectives. Our extensive experience and direct interaction with stake holders facilitate an understanding of client specific characteristics.
When combined with current and expected conditions, this analysis allows us to create and adapt a portfolio to reach clients’ desired outcome.
Key areas of fixed income expertise
Bond Proceeds
- Project Funds
- Capitalized Interest Funds
- Debt Service Reserve Funds
Liquidity Management
- Enhanced Cash
- Operating Funds
Unrestricted Assets
- Core Funds
- Board Designated
- Funded Depreciation
With our deep and multi-disciplinary approach, our senior team of experts ensures that partnerships are driven by solid strategic and financial principles.
David Hiteshew, CFA, is a Senior Vice President, Portfolio Management, for Kaufman Hall's affiliate company, Kaufman Hall Investment Management.
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