A PERSONAL TOUCH
A Municipal Bond Portfolio That Is Uniquely Yours
You found us. Muni bond specialists who will work long and hard to find you the most yield out there without sacrificing credit quality. We work exclusively with individual investors and money managers who are interested in a different approach to the bond market. Our team has over 50 years of combined experience in the muni bond market. It’s all we do every hour of every day.
We help you understand the many nuances in our world. How odd lots trade cheaper than blocks. That the first of the month may not be the best time to buy a bond. That kickers or step ups offer you the best protection in a rising rate environment. And many more answers that could help you boost yields and returns.
We build portfolios to help you reach your goals by combining our unique investment approach with your investment circumstances. Our clients’ portfolios reflect their tax exemption, safety, return, and income goals.
Dedicated Access to Your Portfolio Manager
Portfolio Managed for Your Objectives – State or National Portfolios; Exempt or Taxable Municipal Bond Portfolios, Brokerage or Deferred Accounts.
Private In-Person and Phone Updates Whenever You Like
Disbursement of Income to the Bank Account of Your Choice
Asset Location: Brokerage Accounts, IRAs, and Pensions
Where Quality, Value, and Strategic Positioning Converge
We are dedicated to finding value in the municipal bond market. Most investors use mutual funds and ETF’s in their portfolios. They don’t realize how attractive individual exempt municipal bonds are for brokerage accounts, trusts and other taxable accounts nor the benefits of taxable municipal bonds for IRA’s, pensions, and tax-deferred accounts. We build portfolios that reflects your circumstances, often generating more yield and income than you would find in other securities or funds, all while enjoying personal access to your portfolio manager. When we manage your municipal bond assets, you are positioned uniquely close to the municipal bond market.
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 ...