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Securities Lending Investment Policy
Capital Advisors directs the investment of monies raised through lending into
money market instruments. The overriding focus of these investment decisions is
the conservation of the principal value of the client’s account. In this
respect, the heavy experience of Mr. Ominski and Mr. Iaquinta has served the
client base extremely well throughout an era of tremendous change, and extreme
volatility in the short and long term markets. Simply stated, Capital Advisors
believes, in the investment approach of “No Surprises” in the day to day
investment of clients assets.
Such investments would be, but not limited to, the following
investment grade
fixed income securities:
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Obligations issued and guaranteed by the United States
Government or its agencies.
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Bank obligations, including certificates of deposit and
bankers’ acceptances.
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High quality commercial paper, master notes, and other short
term debt securities issued by U.S. and Foreign entities.
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Domestic money market funds and bank pooled short-term
funds.
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Repurchase agreements collateralized by acceptable
securities.
Vice President, Samuel R. Wolownik, joins
principals
Frank L. Iaquinta, Jr. and George A. Ominski.
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