Our strategy was originally incepted for ultra high net worth families as a means of generating above market dividend yields in addition to stock price appreciation. The strategy generates tax advantaged income with qualified dividend tax treatment.
Our investment process is data driven, factor-based model coupled with a qualitative overlay for ultimate portfolio construction. The process is systematic, intuitive and repeatable.
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2023: INCOME IS BACK- One (maybe the only?) Positive From the Pain of 2022 Fixed Income investors finally had the year many were predicting over the last decade, ending eight consecutive years of positive total returns for the broad municipal bond market. Much like...
2023: INCOME IS BACK- One (maybe the only?) Positive From the Pain of 2022 Fixed Income investors finally had the year many were predicting over the last decade, ending eight consecutive years of positive total returns for the broad municipal bond market. Much like...
2023: INCOME IS BACK- One (maybe the only?) Positive From the Pain of 2022 Fixed Income investors finally had the year many were predicting over the...
Market Overview At the end of the second quarter over 54% of Americans had received at least one dose of the vaccine, although the pace of...
Market Overview Stimulus and vaccine optimism ran high during the first quarter with all eyes on the reopening of the economy and a return to some...
MarketWatch recently reported that the former co-head of the OppenheimerFunds Rochester Municipal Bond Team Troy Willis, J.D., CFA has joined...
In a recent article, Morningstar announced Principal Street Partners’ newest addition to the firm: Chief Investment Officer of Municipal Bond...
