Your money is personal. Make your muni bond portfolio personal too.
At Moors & Cabot Investments, your muni bonds are carefully curated by an expert trader and crafted into a customized portfolio to meet your individual investment needs.
Let’s face it, even the best financial advisors are not experts in muni bonds, and institutions can’t give you the personal attention you need and deserve.
The result is you could end up overpaying in a one-size-fits-all mutual fund or large scale separate account that underperforms.
This is why you need a team of expert muni bond traders.
FInding the most tax free yield without sacrificing credit quality requires the ability to see opportunities hidden from plain sight. Unless you are working with a team of muni market experts, you could be paying more than necessary to get the results you deserve.
From 1890, the year we were founded, investments in muni bonds have played an essential role in building our country. Since the original tax code was enacted in 1913, we have been helping clients, just like you, benefit from the tax advantages muni bonds provide.
We are 100% focused on finding value in the municipal bond market. We build portfolios that reflect your circumstances, often generating more yield and income than you would find in other securities or funds, all with the benefits of a dedicated trader. This positions you uniquely close to the municipal bond market.
In the $3.8 trillion muni bond market, only a handful of bonds meet our criteria. We target our bond portfolios at lower prices than they typically trade.
Do you have a Financial Advisor?
According to a recent study, when your financial advisor does their best work, your money could grow up to 3% more a year.
If you prefer, we can work directly with your Financial Professional.
The surest way for you to meet your overall investment goals is by accessing the best investments according to your financial plan. This is why we help financial pros of all kinds do their best work in serving the unique investment needs of their most discriminating clients.
Here’s who we work with:
- Qualified Individual Investors
- Registered Investment Advisors (RIAs)
- Broker Dealers
- Financial Advisors
- Trust Departments
- Family Offices
- Certified Public Accountants
Get the muni bonds you need and deserve in 4 easy steps.
We build muni bond portfolios to help you reach your goals by combining our unique investment approach with your individual investment circumstances. This begins with a thorough needs analysis, followed by specific recommendations, implementation of your plan, ongoing monitoring and regular reviews.
- Needs Analysis
- Monitor & Review