Principal Street Partners is an income-oriented asset management firm with deep roots in the ultra high net worth wealth management space. This fiduciary mindset forms the basis of everything we do. Several guiding principles create a foundation from which we approach investing:
We embrace it, constantly seeking innovative and creative strategies to preserve and grow wealth.
Instead we focus on protecting against risk and generating income.
We design our strategies to be tax-efficient and tax-aware while taking advantage of niche opportunities in the capital markets.
An investment decision has to be made with integrity or not at all.
Principal Street Partners is an independent asset management firm committed to delivering enhanced investment opportunities for long-term growth and income for our clients. Our strategies are specially tailored to those seeking income and appreciation within their portfolio.
Seeks to outperform other short-term investment strategies by purchasing short-duration, high-quality, short-call municipal bonds that generate coupon interest.
Principal Street’s High Income Municipal Bond Strategy focuses on those innovative, non-traditional, new dynamic sectors that are historically higher yielding and may provide long term opportunities for enhanced total return and income.
Applies a distressed investment strategy in the municipal credit market with the objective of long-term capital appreciation with a tax-free income component.
Principal Street’s Equity Income Strategy is a domestic, large cap dividend focused equity strategy derived from a repeatable, disciplined investment process designed to identify companies with attractive balance sheets that have a heritage of paying above market dividends coupled with dividend growth.
The Infrastructure Plus Strategy uses data-driven screening and research to identify North American infrastructure companies essential to the function of a modern economy with greater earnings stability and better growth compared to the broader market.
The COVID-19 pandemic continued to upend the global economy in the third quarter as cases and deaths rose.
The current low inflation environment may be coming to an end following the Federal Reserve’s new inflation monitoring guidelines.
With interest rates nearing zero and stalwart companies cutting dividends, income investing is more challenging than ever before.