“Municipal bonds may be considered predictable, but the complexities of this asset class shouldn’t be underestimated. We help investors navigate the challenges and intricacies of this market.”
What we do, and how we can help.
Our proactive approach to helping clients achieve financial goals includes an assessment of their liquidity needs, risk tolerance, and tax considerations. Through this assessment, we seek to address specific client investment objectives within each customized and separately managed portfolio solution.
Key elements of our approach include:
Determination of the most appropriate yield curve positioning to maximize income in accordance with client goals.
Prioritization of cost-efficient trade execution in order to reduce transaction costs and mark-ups, which can be egregious in the muni market if left unchecked. Our transparent, fee-based cost structure aligns our interests with those of our clients.
Individual bond selection is critical, so we focus on diversification of risk and strength of underlying credit quality, emphasizing high grade, tax-supported obligations, and essential purpose revenue bonds with dedicated pay sources.
Strategic utilization of defensive bond structures plays an important role in our investment strategy as we take advantage of the fragmented nature of the market on behalf of our clients.
Tactical portfolio adjustments when the market offers relative value opportunities.
We consistently monitor each individual portfolio and rebalance when appropriate.
Our approach is methodical and disciplined with a longer-term focus. The portfolios we manage are conservative, well-positioned for potential volatility, and generate steady, predicable tax-free income in order to balance risk and offer stability in the midst of uncertainty.
Invest with a specialist.
