The COVID-19 pandemic has necessitated unprecedented changes across society and the global economy. It remains to be seen how many of these changes will “stick” in a post-COVID world though certain trends which were already underway, and were able to thrive during the...
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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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 will “stick” in a post-COVID world though certain trends which were already underway, and were able to thrive during the...
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...
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