Unique Municipal Bond Portfolios with Superior Quality & Active Relative Value

Track record of superior returns from highest quality bond portfolios. Ability to outperform–and to do it with substantially better than market quality & sector exposures: the double win.

Team and leadership with multiple decades of industry experience, earned reputations of expert knowledge, the highest integrity, and unwavering commitment.

An active relative value (ARV) strategy focusing on high quality performance & a disciplined hard-working approach, capturing benefits from municipal market inefficiencies.

A fully customized separately managed account (SMA) designed to meet the strategic goals and return/risk objectives of high net worth individuals, advisors, and select institutional clients.

Deliver exclusive municipal insights and present unique tactical opportunities in a personal manner. Available on-demand for our clients’ comfort, always. Immediate response times.