Focusing on Municipal Bond and Specialized Equity Investments

Principal Street Partners is an independent asset management firm committed to delivering enhanced investment opportunities for long-term growth and income to our clients. Our strategies are specially tailored to those seeking, income and appreciation within their portfolio.

meet troy willis, J.D., CFA

Principal Street Partners is pleased to welcome Troy Willis, J.D., CFA as the firm’s Chief Investment Officer of Municipal Bond Strategies. Mr. Willis is a leading expert and frequent speaker on the municipal bond market with more than 20 years of market experience.

gstax fund

Our tax-free high-income fund is lead-managed by Troy Willis, J.D., CFA. Troy draws from his decades-long successful track record at the Rochester Funds and is supported by a veteran team of portfolio and credit analysts. The Fund is focused on delivering long-term, yield-driven total return, bottom-up credit analysis in a tax-efficient structure. We focus on building a diversified higher-yielding portfolio built upon under-valued and overlooked sectors of the municipal bond market.

news & media

most recent
Infrastructure Plus Strategy: Q1 2021 Commentary

Infrastructure Plus Strategy: Q1 2021 Commentary

For the first quarter of 2021 Infrastructure PLUS was up 1.4%, lagging our infrastructure benchmark (Dow Jones Brookfield US Infra...

Infrastructure of the Future

The COVID-19 pandemic has necessitated unprecedented changes across society and...

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Equity Income Strategy: Q1 2021 Commentary

Market Overview Stimulus and vaccine optimism ran high during the...

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MarketWatch: Former OppenheimerFunds Rochester Head Troy Willis, J.D., CFA Joins Principal Street

MarketWatch recently reported that the former co-head of the OppenheimerFunds...

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