We provide active portfolio management that is both opportunistic and tactical—not passive strategies that could leave clients exposed to added risks. This proactive approach enables us to capitalize on muni market inefficiencies on behalf of our clients.

We measure our success by our ability to help clients achieve their investment goals rather than how we stack up against an index benchmark. Real results are what count and they are quantified in terms of cash flows that can be reinvested or spent.

We have well-established, longtime relationships with dozens of national and regional broker-dealers. This network provides us with access to a broad selection of primary and secondary bond offerings for our clients, as well as essential up-to-date market color.

We seek the most cost-effective execution for our clients. We charge no mark-ups or commissions whatsoever. Our fee-based approach ensures our motivation is aligned with client goals at all times.

We believe transparency is critical. We utilize independent custodians to provide clients with the highest possible level of visibility to their portfolios and our process. We are easily accessible to all clients.