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...
Short Duration Municipal Bond Strategy
Our actively managed Short-Duration Municipal Bond Strategy seeks to outperform other short-term investment strategies such as money market funds and treasuries by carefully purchasing short-duration, high-quality, short-call municipal bonds that generate coupon interest. The strategy uses no leverage, nor does it invest in other investment vehicles such as mutual funds or other pooled investment vehicles.
- FEDERALLY TAX-FREE
- AVERAGE DURATION OF ONE-YEAR OR LESS TO LIMIT RISK
- LABOR-INTENSIVE PROCESS UNCOVERS MARKET INEFFICIENCIES
- QUALITY-FOCUSED DUE DILIGENCE PROCESS BORN OF 30+ YEARS EXPERIENCE
- MANAGED IN SEPARATELY MANAGED ACCOUNTS AT THE CUSTODIAN OF CLIENT’S CHOOSING
FOCUSED, TAX-EFFICIENT STRATEGY
VALUE PROPOSITION
INDUSTRY EXPERTISE
CONSISTENT RETURNS OVER TIME
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2023 January Update- Municipal Bond Strategies
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 January Update- Municipal Bond Strategies
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...
INFRASTRUCTURE PLUS STRATEGY: Q3 2021 COMMENTARY
Similar to the majority of the benchmarks we track 3Q21 Performance for Infrastructure PLUS was negative with a total return of -2.6%. The most...
EQUITY INCOME STRATEGY: Q2 2021 COMMENTARY
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...
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 Index) which was...
Infrastructure of the Future
The COVID-19 pandemic has necessitated unprecedented changes across society and the global economy. It remains to be seen how many of these changes...