Specialized Strategies Group

The SSG Difference

Managing Liquidity, Income Streams, and Long-Term Growth

Liquidity management, income streams,
and long-term growth with an emphasis
on preserving capital and meeting
operating costs.

Trusted Advisors to Superfund Investment Committees

We have been in financial services for
over 30 years and have been working with Superfund sites for more than 25 years. During our careers, we have collectively managed over $1 billion in assets.

Experience working with Consent Decrees and OM&M Financial Planning

We have the experience to deal with the financial needs associated with the uncertainty of the low and high range of project costs, the parallel timeline requirements for costs associated with remedial design/remedial action (RD/RA) and lower costs of maintenance and monitoring (OM&M) work, and commitment based on the project.

A Disciplined Process in an Unpredictable Environment

Most sites favor a conservative approach to asset allocation. In alignment with these preferences, our primary objective is to help maximize returns for a mutually agreed upon level of risk. While our investment philosophy is fundamentally rooted in diversification and the preservation of capital, it is important to acknowledge that all investments carry some degree of risk, including the potential for loss within the portfolio

Investment Planning for Superfund Sites

We spend a considerable amount of time educating investment committees on their investment choices. Our plan is to provide investment portfolio recommendations in line with established objectives and framework for: liquidity management, match payout payments, & provide a disciplined process.

Cashflow-Focused Portfolio Strategies

We understand that delays and changes to the liquidity schedule are inevitable, but we start by forming a baseline expectation for cashflow needs over time. Most sites desire a conservative asset allocation. Our goal is to help maximize returns for an agreed upon level of risk.

Specialized Strategies Group

We are Specialized Strategies Group (SSG) working in alliance with Equitable Advisors, maintaining offices in Los Angeles on the west coast and New York City on the east coast. We have been in financial services for over 30 years and have been working with Superfund sites for more than 25 years. During our careers, we have collectively managed over $1 billion in assets. Average sites may start at $10 million in accumulated funds, can be geographically located throughout the United States, and can be in various stages of remedy (i.e. preconsent decree, remedial design/remedial action and operations, maintenance, and monitoring). Our clients have included multiparty sites as well as smaller, single party sites.