The objective of the National Municipal Bond product is preservation of capital while maximizing after-tax yield within the confines of a high quality, income oriented portfolio.

Our Fixed Income Group creates separately managed high quality municipal portfolios tailored to a client’s specific needs. The team stresses the importance of geographic diversification and laddering of intermediate maturities as part of the portfolio construction in order to reduce risk. The approach focuses on the income portion of total return. Sophisticated sector and structure selection is used to capture above market yields. Our highly efficient trade execution process exploits the inefficiencies in the municipal bond market, resulting in better pricing and higher yields for our clients.

Our Fixed Income Group consists of 3 investment professionals with deep experience focused exclusively on fixed income. The average investment experience of the team is in excess of 20 years.

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• Individually constructed, high quality portfolios
• Sophisticated sector and structure selection
• Efficient trade execution
• National and state-specific portfolio construction expertise
• Alternative Minimum Tax (AMT) issue expertise