Why our investment process works

The Micera-Kay Investment Group combines expert, traditional fixed income management, evaluation of alternative cash flow opportunities, and selection of best-in-class equity money mangers to create a balanced portfolio.

The process works because of our:

  • commitment to clients’ success and passion for what they do.
  • disciplined and balanced approach.
  • emphasis on preservation of capital, reduction of volatility, and management of risk.
  • access to top equity money managers.
  • unique investment ideas and opportunities.

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