Decades of experience meets entrepreneurial spirit

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 ARE NOT AFRAID OF THE ENTREPRENEURIAL SPIRIT.

We embrace it, constantly seeking innovative and creative strategies to preserve and grow wealth.

WE DO NOT TRY TO TIME THE MARKETS OR CHASE SHORT-TERM RETURNS.

Instead we focus on protecting against risk and generating income.

WE ALWAYS KEEP THE INVESTOR IN MIND.

We design our strategies to be tax-efficient and tax-aware while taking advantage of niche opportunities in the capital markets.

EVERY INVESTMENT WE MAKE IS THOUGHTFUL, INTENTIONAL.

An investment decision has to be made with integrity or not at all.

MODERN INVESTMENTS, UNCOMPROMISED SERVICE

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.

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CURRENT STRATEGIES:

SHORT DURATION MUNICIPAL BOND STRATEGY

Seeks to outperform other short-term investment strategies by purchasing short-duration, high-quality, short-call municipal bonds that generate coupon interest.

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HIGH INCOME MUNICIPAL BOND STRATEGY

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.

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PSP DISTRESSED MUNICIPAL BOND OPPORTUNITY STRATEGY:

Applies a distressed investment strategy in the municipal credit market with the objective of long-term capital appreciation with a tax-free income component.

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EQUITY INCOME STRATEGY

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.

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INFRASTRUCTURE PLUS STRATEGY

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.

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Equity Income Strategy: Q3 2020 Commentary

The COVID-19 pandemic continued to upend the global economy in the third quarter as cases and deaths rose.

James West Discusses Investments that Counteract Inflation with U.S. News & World Report

The current low inflation environment may be coming to an end following the Federal Reserve’s new inflation monitoring guidelines.

James West Discusses Income Investing Strategies with ThinkAdvisor

With interest rates nearing zero and stalwart companies cutting dividends, income investing is more challenging than ever before.

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