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Separately Managed Accounts


Our dedicated short duration portfolio management team has an average of nearly 25 years of industry experience. Together, they draw from a deep bench of resources to provide solutions tailored to meet clients' specific financial goals and risk appetites. Our primary objectives are principal preservation and liquidity. We then assess opportunities to maximize yield in alignment with client parameters. Our product offerings span operating, core and strategic cash needs for investment time horizons from 1 day to 1-3 years.


To meet each client’s unique needs, our service model offers direct access to portfolio managers and investment resources, providing complete transparency into views, positioning and results. We believe inclusion of the portfolio manager as a part of the core client service team is the most effective way to meet the ever-changing needs of our clients. Our portfolio managers are dynamic, responsive partners who provide visibility and effective potential solutions at every turn.



  • Investment professionals partner with clients to provide custom solutions that strive for the optimal balance of low volatility, principal preservation, liquidity and returns. Our approach is focused first on liquidity needs and current market risk and then optimizing return potential.
  • We believe prudent risk management is key to long-term investment success. We seek to avoid negative surprises by focusing on implementation processes and governance and optimizing cash allocations to meet the specific risk appetite of our clients.
  • Portfolio construction is founded on a repeatable, continuous review at a security and issuer level focused on high quality and low volatility. Client investment guidelines and liquidity needs are the cornerstone and foundation of our investment process.
  • Our independent credit research team determines an approved issuer list. Sector and credit variables, rating sensitivity, and underlying fundamentals are evaluated at an issuer and security level, then reviewed for structural, market and concentration risks before receiving formal approval from the counterparty credit risk research committee. The Portfolio Management Team has access to the credit research team’s updates in real time through our Fixed Income Research Database.



Competitive Advantages


We design custom investment solutions tailored to our clients’ needs and seek to exploit structural market inefficiencies

A strategic partnership that includes direct client access to portfolio managers, investment analysts, and market insights, as well as custom reporting


Robust credit process integrates a longer-term outlook and relative value assessment with a short-term focus on money market eligible securities

Seek to apply the best investment ideas of dedicated sector teams


Dedicated team of investment professionals with extensive experience managing short duration mandates

Long-tenured investment team has navigated portfolios through multiple market cycles




Our investment professionals partner with clients to implement separately managed accounts customized to client parameters.

1There will be no assurance the stated investment objective/returns will be achieved.

All investments involve risk, including the possible loss of principal. Certain investments have specific or unique risks. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Past performance is no indication of future performance.

This material has been provided for informational purposes only and should not be construed as investment advice or a recommendation of any particular investment product, strategy, investment manager or account arrangement, and should not serve as a primary basis for investment decisions. Prospective investors should consult a legal, tax or financial professional in order to determine whether any investment product, strategy or service is appropriate for their particular circumstances. This document may not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such offer or solicitation is unlawful or not authorized. Views expressed are those of the author stated and do not reflect views of other managers or the firm overall. Views are current as of the date of this publication and subject to change. This information may contain projections or other forward-looking statements regarding future events, targets or expectations, and is only current as of the date indicated. There is no assurance that such events or expectations will be achieved, and actual results may be significantly different from that shown here. The information is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be, interpreted as recommendations. Some information contained herein has been obtained from third party sources that are believed to be reliable, but the information has not been independently verified. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.

Indices referred to herein are used for comparative and informational purposes only and have been selected because they are generally considered to be representative of certain markets. Comparisons to indices as benchmarks have limitations because indices have volatility and other material characteristics that may differ from the portfolio, investment or hedge to which they are compared. The providers of the indices referred to herein are not affiliated with Mellon Investments Corporation (MIC), do not endorse, sponsor, sell or promote the investment strategies or products mentioned herein and they make no representation regarding the advisability of investing in the products and strategies described herein.

Recent market risks include pandemic risks related to COVID-19. The effects of COVID-19 have contributed to increased volatility in global markets and will likely affect certain countries, companies, industries and market sectors more dramatically than others.

BNY Mellon Investment Management is one of the world’s leading investment management organizations encompassing BNY Mellon’s affiliated investment management firms and global distribution companies. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may also be used as a generic term to reference the Corporation as a whole or its various subsidiaries generally.

Mellon is a division of each Mellon Investments Corporation (MIC). Mellon is a global leader in index management dedicated to precision and partnership. MIC is both registered investment advisers and a subsidiary of The Bank of New York Mellon Corporation.

Dreyfus is a division of BNY Mellon Investment Adviser, Inc. and Mellon Investments Corporation (MIC), both a registered investment adviser. Dreyfus is one of the industry’s leading institutional managers of liquidity solutions. BNY Mellon Investment Adviser, Inc., and MIC are subsidiaries of The Bank of New York Mellon Corporation.

Personnel of certain of our BNY Mellon affiliates may act as: (i) registered representatives of BNY Mellon Securities Corporation (in its capacity as a registered broker-dealer) to offer securities and certain bank-maintained collective investment funds, (ii) officers of The Bank of New York Mellon (a New York chartered bank) to offer bank-maintained collective investment funds, and (iii) Associated Persons of BNY Mellon Securities Corporation (in its capacity as a registered investment adviser) to offer separately managed accounts managed by BNY Mellon Investment Management firms.

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