Asset Managers

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

PORTFOLIO REVIEW

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 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.

EVERY INVESTOR IS UNIQUE

Combine M&C 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