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Pierre and Company: Outsourced Treasury and Cash Management

Long-Term Investment Management and Short-Term Treasury Management

9 Hastings Road
Marion, MA 02738

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pierreandcoinv.com

About Pierre and Company: Outsourced Treasury and Cash Management

As a Certified Treasury Professional (CTP) with over 25 years of investment management experience, Michael Pierre d/b/a Pierre and Company LLC provides outsourced treasury management for businesses, individuals, and other investment advisors who seek full-time attention and management of their cash at a low cost. Michael can help you to earn higher returns on cash and short-term investments (typically 30 days to 360 days). His investment experience qualifications include:
- Certified Treasury Professional (CTP) certification.
- Proven experience in portfolio and investment management across many asset classes.
- Strong understanding of financial markets, banking, and investment strategies.
- Proficiency in financial analysis.
- Excellent communication and interpersonal skills.
- Proficiency in Bloomberg, FactSet, U.S. Treasury, and other financial databases and financial systems.

Pierre and Company LLC can provide valuable assistance, oversight and management of your organization's cash management, risk management, banking relationships, debt management, investment management, financial reporting, and compliance. Michael strives to deliver value by reducing costs for clients. There are no minimum investments required. In addition to the Certified Treasury Professional (CTP) credential, Michael holds the FINRA Series 65 license, and his firm, Pierre and Company LLC, has a Form ADV with the SEC and is registered in the Commonwealth of MA. Compliance and administrative services are provided by Boston Investor Services, Inc.

Kindly reply to Mike at [email protected] or 617-330-1700 if you are interested in a further conversation, or a no-obligation analysis of your current cash management program.

Products by Pierre and Company: Outsourced Treasury and Cash Management

By Pierre and Company: Outsourced Treasury and Cash Management

Short-Term Treasury Management

Pierre and Company provides a variety of investment and bank deposit solutions designed to provide liquidity, relative safety and competitive yields for your cash holdings. Objectives: Safety, Liquidity, and Maximize Yield Read more »

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By Pierre and Company: Outsourced Treasury and Cash Management

Investment Consulting: Index Fund Investing

“The best way in my view is to just buy a low-cost index fund and keep buying it regularly over time, because you’ll be buying into a wonderful industry, which in effect is all of American industry… People ought to sit back and relax and keep accumulating over time” Read more »

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By Pierre and Company: Outsourced Treasury and Cash Management

Investment Consulting: Intelligent Investing

“The market is a pendulum that forever swings between unsustainable optimism (which makes stocks too expensive) and unjustified pessimism (which makes them too cheap). The Intelligent Investor is a realist who sells to optimists and buys from pessimists.” Read more »

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Content by Pierre and Company: Outsourced Treasury and Cash Management

Pierre & Company: Outsourced Treasury Management

Pierre & Company: Outsourced Treasury Management

Pierre & Company: Outsourced Treasury Management

By Pierre and Company: Outsourced Treasury and Cash Management

Pierre & Company is introducing 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...
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