Registered Investment Adviser · Marion, Massachusetts
Low-cost active cash management.
Pierre & Company offers Outsourced Treasury Management, a middle-office service for finance officers, fund managers, family offices, and other fund management entities who want to capture optimal returns on their cash reserves. A separately managed account (SMA) of laddered Treasury Bills (“T-Bills”) and other short-term securities from highly rated issuers can provide low-cost security and flexibility for your short-term cash.
Michael C. Pierre
- Certified Treasury Professional (CTP)
- Registered Investment Adviser (Series 65)
- 25+ Years of Investment Experience
Who we serve
Organizations and individuals holding cash balances who want them working harder, safely. No account minimums.
Finance Officers & CFOs
Treasurers and finance teams responsible for supplemental cash reserves and short-term obligations who want competitive yields without sacrificing liquidity and safety of principal.
Fund Managers & Family Offices
Fund management entities and family offices seeking a disciplined, low-cost approach to managing surplus cash between commitments to other asset classes.
Nonprofit Boards & Committees
Boards, investment committees, and endowments with a fiduciary duty to steward reserves prudently and transparently.
Individuals
Private clients who want the same disciplined approach to their cash as their other long-term investments. There are no account minimums.
Escrow & Settlement Funds
Escrow funds, class action and litigation settlement funds that must stay safe and liquid while they distribute funds.
Fund & Institutional Reserves
Real estate fund reserves and institutional supplemental cash reserve accounts held between capital deployments.
Services
Two disciplines, one standard of care.
Money Market SMA
Treasury Management
Our flagship service: separately managed accounts of laddered T-Bills and other short-term securities, built around three objectives — safety, liquidity, and maximized yield.
Investment Consulting
Long-term investment management grounded in low-cost index fund investing and the discipline of intelligent, value-oriented investing.
A no-obligation review of your current cash management
As a Certified Treasury Professional (CTP) and a Registered Investment Advisor (RIA) with over 25 years of investment experience and a keen understanding of fund management, I offer a no-obligation review of your current cash management to determine if I can add value and interest income to your bottom line.