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Strategic Plan and Investment Policy Statement
Strategic Plan and Investment Policy
Investment Management Selction
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Strategic Investment Plan
The Strategic Investment Plan is the framework for your investment program. We have prepared investment plans for cash pools ranging in size from $150 million to $6 billion resulting from mergers, debt issuance, and secondary equity offerings. Proceeds may include cash pools earmarked for future acquisitions, capital expenditures, stock repurchase, strategic business development, ventures, and short-term liquidity. The overall investment plan is designed to meet your liquidity, bond covenants, loss constraints, tax efficiency and regulatory limitations. We prepare presentation-ready slides for Audit Committee and Board that explain the Investment Policy Statement.

Investment Policy Statement
We review and update your Investment Policy Statement to incorporate additional safeguards in light of the current market turbulence. All modifications will be recommended based on your risk tolerance and investment horizon. The policy review includes additional safeguards to avoid the inadvertent introduction of risk, compliance issues, poor collateral, and derivative exposure.
 
 
Bridgebay Bridgebay Financial, Inc.
2603 Camino Ramon, Suite 200
San Ramon, CA 94583
Tel: (925) 743-0200

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SM Bridgebay is a service mark of Bridgebay Financial, Inc.
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