Municipal Bond Portfolio

  • Our municipal bond approach is based on each client’s objectives, maximizing returns while addressing income and liquidity needs.
  • Tax-free municipal bonds are utilized, selecting only high-quality bonds rated “A” or better by Standard and Poor’s and/or Moody’s.
  • Able to select bonds from any state.
  • Seek to maximize after-tax returns based on client’s residency.
  • Maturities are structured to meet each client’s specific needs.
  • Access to a broad array of dealers and their inventories.
  • No conflicts of interest in where we buy bonds.
  • Manage portfolios based on the current interest rate environment and expectations.
  • Only bonds that are expected to be liquid are purchased.
  • Bonds bought and sold at dealer price with no additional mark-ups or mark-downs.