Trust Us with your Financial Future
It's our fiduciary duty to always work in our clients' best interest and provide stable, long-term performance.
Our clients
Public Pension Plans
Public Pension Plans
Public Pension Plans
Public Pension Plan Trustees are tasked with navigating multiple objectives. With increasing focus on capital preservation and risk management, Catlin Financial helps public plans balance these multiple goals, including maintaining funding levels, daily liquidity and stable, long-term performance.
Endowment/Foundation
Public Pension Plans
Public Pension Plans
Catlin Financial grasps the unique challenges facing endowments and foundations, and is fully equipped in assisting our clients overcome any investment obstacles to ensure that they are on the path to reaching their investment goals. Catlin does this by effectively focusing focusing on asset growth, managing liquidity needs and, if needed, monitoring ESG requirements.
Investment Advisors
Public Pension Plans
Investment Advisors
Catlin Financial works with investment advisors to help them address their clients' specific portfolio design needs. Bt tailoring solutions for each specific client, Catlin makes sensible strategic recommendations. Catlin Financial provides investment advisors value with our ability to identify market trends and opportunities as well as innovative solutions that help their clients reach their investment goals.