Strata Asset Management

Strata Asset Management offers customized money market and short-term fixed-income portfolio management for institutional clients. The mission of our firm is to provide maximum income and investment returns on clients' liquid assets. Strata Asset Management is focused on meaningful client interaction and providing relevant investment solutions to fixed income portfolio management. We serve institutional clients including corporations, municipalities, credit unions, non-profits, as well as high net worth individuals. Each portfolio is customized to individual client needs. Strata's approach combines exceptional fixed income investment expertise and risk management capabilities with outstanding customer service. We pride ourselves on frequent and in-depth portfolio review and extensive interaction between clients and the investment team.