Business Details
16 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Halyard Asset MNGNT is an SEC-registered investment advisory firm specializing in fixed income solutions. Founded in 2010, our team of seasoned professionals brings decades of experience in managing fixed income assets through diverse market cycles. We employ a proactive, relative-value approach to portfolio construction, prioritizing capital preservation and tax-efficient returns for high-net-worth individuals, family offices, and institutional clients.Our Reserve Cash Management strategy, developed during the dot-com era, continues to provide liquidity solutions tailored to evolving market conditions. With $1.54 billion in assets under management, we combine rigorous risk management with personalized service to address each client's unique financial objectives.
Services
Cash Management
Fixed Income Solutions
Portfolio Management
Investment Advisory
Risk Management
Details
- Year established: 2010
Highlights and features
- 30+ years of fixed income expertise from dedicated portfolio managers
- Tailored investment strategies aligned with client liquidity needs
- Proven track record since 2010 through multiple market cycles
- Tax-aware implementation across investment vehicles
- Third-party custody for enhanced asset security
Associations and certifications
- SEC
Services
Cash Management
Our Reserve Cash Management strategy offers flexible liquidity solutions for temporary cash holdings. Designed for high-net-worth individuals and institutions, this actively managed approach seeks to maximize after-tax returns while maintaining capital preservation. The strategy adapts to changing interest rate environments through dynamic allocation across short-duration instruments.
Fixed Income Solutions
Customized fixed income portfolios employing a relative-value approach across taxable and tax-exempt securities. We focus on mean-reverting market opportunities while maintaining rigorous risk controls. Our strategies address diverse client needs including income generation, capital appreciation, and tax efficiency.
Portfolio Management
Personalized portfolio construction tailored to individual client objectives and risk parameters. Our approach combines macroeconomic insights with security-specific analysis to optimize returns across market cycles. Services include asset allocation, tax-loss harvesting, and performance reporting.
Investment Advisory
Comprehensive advisory services integrating market expertise with strategic planning. We provide guidance on capital preservation, intergenerational wealth transfer, and long-term investment goals. Our advisory approach emphasizes transparent communication and client education.
Risk Management
Proactive risk assessment and mitigation strategies across fixed income portfolios. Our framework evaluates credit risk, interest rate exposure, and liquidity profiles to maintain capital integrity. We employ both quantitative analysis and fundamental research to identify and address potential vulnerabilities.
People
Michael Kastner
Principal
CFA charterholder with 34 years of investment management experience. Former Senior Managing Director at Sterling Stamos and Deutsche Bank fixed income head. Recognized industry expert with publications in leading financial journals.
Steven Boyd
Principal
CFA charterholder with 29 years of fixed income expertise. Former Managing Director at Sterling Stamos and Deutsche Bank private bank leader. Specializes in macroeconomic hedging and structured credit analysis.
Adam Cohn
Vice President
19-year operations specialist with expertise in fixed income trading and portfolio hedging. Former Lehman Brothers senior analyst with technical proficiency in finance and information systems.
Saleemah Ahamed
Chief Compliance Officer
25+ years compliance leader with regulatory expertise. Former co-owner of Adherence compliance consulting. Holds JD/MBA from Columbia University and extensive experience in financial services regulation.
Questions
What investment minimums apply to Halyard's services?
We work with clients across various asset levels, with tailored solutions for high-net-worth individuals, family offices, and institutions.
How does Halyard approach risk management?
Our risk framework evaluates credit, interest rate, and liquidity risks through quantitative analysis and fundamental research to maintain capital integrity.
What makes the Reserve Cash Management strategy unique?
Our active approach combines capital preservation with tax-efficient returns, adapting to changing market conditions through dynamic short-duration allocations.
How are investment decisions communicated to clients?
We provide regular performance reports and market commentary, with direct access to portfolio managers for personalized communication.
What experience does the team have with interest rate cycles?
Our principals have 60+ combined years managing fixed income assets through multiple interest rate cycles and market environments.
How are tax considerations integrated into strategies?
We implement tax-aware strategies including tax-loss harvesting and municipal bond allocations to optimize after-tax returns for taxable accounts.
