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First Southwest Asset Management, Inc., an affiliate of First Southwest Company, is an independent investment advisor registered with the Securities and Exchange Commission specializing in investment management, pool administration and arbitrage rebate.
Investment Management
First Southwest Asset Management’s Investment Management Group offers a team of fixed-income specialists to work with local governments and other institutional investors. Clients rely on this experienced team to provide a full range of services, from developing investment policies and strategies to analyzing securities options and recommending new market ideas.
Local Government Investment Pools (TexSTAR & LOGIC)
To provide government entities with the flexibility to meet their cash management objectives, First Southwest Asset Management offers the Texas Short-Term Asset Reserve Program (TexSTAR) and the Local Government Investment Cooperative (LOGIC). Recognized among the premier government investment pools in the country, these funds are designed to provide solid investment returns, portfolio liquidity, diversification and exceptional service to Texas local governments.
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Arbitrage Rebate Services
First Southwest Asset Management has gained national prominence as one of the country’s leading providers of Arbitrage Rebate Services. The company offers unrivaled expertise in this area as one of the only investment banking firms to offer a specialty practice group dedicated to assisting municipal clients in protecting the tax-exempt status of their outstanding debt.
Innovative thinking and a conservative investment philosophy have proved a winning combination for First Southwest Asset Management. Clients in the public sector have been served well by staying the course with this trusted advisor.
Contact Information:
To learn more about First Southwest's Government Investment Products, please visit the following web sites or call us at the numbers listed below.
Investment Management Services:
Scott McIntyre, Senior Vice President 800.678.3792
www.fsam.com
Arbitrage Rebate Services:
Shelley Weiske, Senior Vice President 214.953.4000
Arbitrage Rebate Services
Investment Pool Administration:
Mary Ann Dunda, Senior Vice President 800.839.7827
www.texstar.org
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