Investment Management Since 1890

The relationship with municipal bond portfolio management clients is at the heart of everything we do

For over 125 years, Moors & Cabot has specialized in portfolio management. Our firm manages assets for thousands of investors from our Boston headquarters and 19 locations around the country.

Municipal Bond Portfolio Management Services

We manage municipal bond portfolios for RIA’s, BD’s, Institutional Investors, and Individuals

  • Full Mandate Customization for Each Portfolio
  • Work Directly With Portfolio Manager
  • Exempt and Taxable Municipal Bond Mandates
  • Laddered or Active Management Mandates
  • SMA Portfolios at Your Custodian
  • Sub-Advisory Portfolio Management Services

Focused Portfolio Management

In the $3.8 Trillion Municipal Bond Market, A Handful of Bonds Meet Our Criteria

HIGH QUALITY

Invest in municipal bonds with longevity. States, cities, public schools, utilities and transportation systems have longevity measured in decades and centuries. Do you invest in assets with generational longevity?

TRADER PRICING

We are selective about the prices we pay. Our traders bid on municipal bonds at yields that are higher than prevailing market yields. Clients benefit from our tenacious traders’ efforts.

STRATEGIC POSITIONING

The largest determinant of portfolio returns is selection of coupon, maturity date, call date, sector, and quality. We invest for relative value, relying on our assessment of the optimal combinations of factors. We are comfortable straying from industry benchmarks to help you match investment targets.

We Target Bonds That Meet Our Comprehensive Criteria

MUNICIPAL BOND PORTFOLIO MANAGEMENT

Combine Our Focused Portfolio Management with Your Unique Portfolio Goals

RESEARCH AND GUIDANCE

Follow Our Research and Guidance Where We Identify Value in the Bond Market

INDIVIDUAL BONDS VERSUS FUNDS AND ETF’s

MUNICIPAL BOND MARKET RESEARCH

MARKET RESEARCH & PORTFOLIO GUIDANCE

© 2018 MC Munis | Municipal Bonds