Invesco money market portfolios
CAVU Securities Share Class
In partnership with Invesco, CAVU Securities, a minority and veteran owned firm, is offering two exclusive money market portfolios: Invesco Treasury Portfolio and Invesco Government & Agency Portfolio.
Invesco’s expertise in cash management
The Invesco Global Liquidity team manages money market, cash management and ultrashort strategies on behalf of clients worldwide.
An integrated team approach
Invesco’s disciplined process is rooted in the close collaboration of our fixed income and global liquidity specialists.
A two-step process for research and allocation
Invesco combines top-down macro positioning and bottom-up credit selection to target return objectives.
Invesco’s philosophy
For more than 40 years, Invesco Global Liquidity has focused on preservation of principal and liquidity, while seeking to deliver a competitive return. Through a disciplined investment approach and repeatable, time-tested processes, they have managed client portfolios through multiple cycles and credit events over the past four decades.
Working in close collaboration with Invesco Fixed Income’s (IFI) Investment Strategy team, Invesco’s Global Liquidity portfolio management team integrates top-down macro positioning and bottom-up credit research to position allocations across their fixed income platform. First, the team leverages macroeconomic and credit sector views to establish duration, curve positioning, sector allocations, and risk positioning. Next, they overlay critical bottom-up factors into the portfolio management process, including liquidity assessment, supply factors, diversification, and valuations. The result is high-quality cash management solutions designed to meet the evolving needs of liquidity investors.
Explore strategies
Invesco Treasury Portfolio
The Fund seeks to provide current income consistent with the preservation of capital and liquidity by primarily investing in short-term, high-credit-quality money market instruments that are direct obligations of the U.S. Treasury and repurchase agreements backed by Treasury obligations.
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Invesco Government & Agency Portfolio
The Fund seeks to provide current income consistent with the preservation of capital and liquidity by primarily investing in short- term, high-credit-quality money market instruments, including direct obligations of the U.S. Treasury and other securities issued or guaranteed as to principal and interest by the U.S. Government or by its agencies or instrumentalities, as well as repurchase agreements secured by such obligations.
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Start the conversation
For more information on Invesco money market funds, please contact us at 646-807-4250 or email funds@cavusecurities.com.
About Risk
Invesco Government & Agency Portfolio and Invesco Treasury Portfolio: You could lose money by investing in the Fund. Although the Fund seeks to preserve your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the Fund is not a bank account and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund’s sponsor is not required to reimburse the Fund for losses, and you should not expect that the sponsor will provide financial support to the Fund at any time, including during periods of market stress.
Invesco is not affiliated with CAVU Securities.