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
Municipal Bond SMA’s – Client-Driven Portfolios We understand why advisors use mutual funds and ETF’s for municipal bond exposure. ...
When we speak with advisors and investors, we often learn they invest in municipal bond mutual funds and ETF’s. No wonder people think municipal ...
Taxable municipal bonds are appealing for their yield, income, and credit strength. Many investors are unaware of this asset class which is ...