Healthcare

Trusco has successfully developed long-term partnerships with both for-profit and not-for-profit healthcare organizations. Our knowledge and understanding of our clients' goals and objectives has made us one of the leading investment managers in the healthcare arena.

We recognize the importance of maximizing long-term returns at an appropriate level of risk, whether it is managing working capital or funded depreciation assets. As the leading employer in many geographical locations, our healthcare clients expect to receive excellence in the management of their retirement plan assets. At Trusco, our goal is to satisfy those expectations.

It's our firm belief that the best investment recommendations and solutions are based on a thorough analysis of all the factors that impact a particular pool of assets. We will assist you in developing an investment policy statement and guidelines for each pool of assets. Once the investment policy statement is completed, we will actively manage your assets, maintain the appropriate asset allocation, fulfill all the reporting requirements, and regularly communicate the results to you. Beyond the investment policy statement, we also have extensive experience in developing spending policies and withdrawal procedures that will help add incremental returns to your portfolio.

Here are a few examples of investment portfolios we manage for healthcare organizations:

• Bond proceeds
• Working Capital
• Funded Depreciation
• Foundations
• Endowments: restricted and unrestricted
• Retirement plans