Combine Expertise of Portfolio Managers with Tenacity of Traders
You focus on managing clients, advisors, employees, multi-asset portfolios and much more. We focus on municipal bonds. Our deep knowledge and market access places us in a unique position to manage fully-customizable municipal bond portfolios. Combine our investment expertise with your investment objectives to provide effective and customizable state or national, exempt or taxable, municipal bond portfolios.
Work Directly With A Portfolio Manager
Strengthen Your AUM By Leveraging Our Expertise
- Exempt and Taxable Municipal Bond Mandates
- Full Mandate Customization for Each Portfolio Including State or National, Exempt or Taxable, Short to Long Duration
- Laddered or Active Portfolio Management
- SMA’s at Your Custodian
- White Label Sub-Advisory Services Including Branded White Label Reporting and Portfolio Analyses
Assess and Test Bond Portfolios
We will analyze clients’ and prospects’ fixed income portfolios. Our reporting includes a review of current holdings, advantages and potential issues with the portfolio given the investors’ circumstances, and recommendations for improvement. Reports can be branded for your firm.
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 the 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
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 ...