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
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?
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.
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
MARKET RESEARCH & PORTFOLIO GUIDANCE
Instead of looking at what to buy start looking at what NOT to buy. The short end of the municipal bond market is extremely expensive in our ...
Relative to the U.S. treasury market, the municipal yield curve is steep and has been for many years now. Investors who have been willing to ...