“Hard work pays off in the municipal space.”

We believe no two investors are alike. We believe in strategic & tactical active management. We believe in integrity, service, and a strong work ethic.

Our “Why” and Why we Belong Together

  • Passion

    fueled by an ever-changing, dynamic and exciting market

  • Catalyst for Change

    delivering a better experience

  • Relationships

    connection, mutual understanding, growth

  • Performance

    superior returns and highest quality, the double win

  • Active Relative Value Strategy

    hard work pays off, a positive addiction

  • Expertise

    decades of industry experience provide peace of mind

  • Outcomes

    exceptional service, trust, success

  • Transparency

    highest level of portfolio and process visibility