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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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 vaccinations slowed substantially. New cases and deaths fell to levels last seen in the early days of the Pandemic, but the U.S....
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 vaccinations slowed substantially. New cases and deaths fell to levels last seen in the early days of the Pandemic, but the U.S....
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...
The Boston Herald recently announced that seasoned industry veteran Troy Willis, J.D., CFA , former co-head of the OppenheimerFunds Rochester...
Yahoo Finance recently announced that Troy Willis, J.D., CFA has joined Principal Street Partners as the firm’s new Chief Investment Officer of...
Principal Street Partners, the $1.6B asset manager with a focus on municipal bond investment opportunities, has announced Troy Willis, J.D., CFA as...
As municipal bond managers for over 30 years, we have seen many markets. We can say with high level of conviction that we have never been more...
