ACTIVE PORTFOLIO MANAGEMENT! EXPLOIT THE INEFFICIENCIES WHILE CONTROLLING RISK!

A Conservative, Risk-Controlled, Actively Managed Approach to Capturing Inefficiencies in the

Tax-Exempt Bond Market

Why Your Municipal Bond Portfolio should be Managed Actively!

Municipal Marketplace is Inefficient
Active Management Controls Risk
Active Strategies Historically Add Value above Market Return
Separately Managed Accounts (SMAs) are Strategically Managed DAILY in search for Added Value.

Our strategy seizes the inefficiencies offered everyday in the tax-exempt marketplace by implementing a low risk, actively managed strategy based on rich/ cheap analysis. We invest in securities, maturity ranges, and sectors that are the highest in quality but the most undervalued at that point in time. Most importantly, we do not attempt to outperform the market by placing bets on the direction of interest rates!

A professional Municipal bond portfolio manager who is hired to invest the conservative/bulletproof portion of a client’s assets simply cannot have excuses. The job requires the discipline of structuring a portfolio that controls risk while maximizing all opportunities offered within an inefficiently traded marketplace. Our strategy for the tax-advantaged investor accomplishes exactly that. Through a series of processes, we construct a high-quality portfolio of bonds for our clients that is designed to exploit the inefficiencies in the Municipal bond marketplace.

OUR OBJECTIVE: to achieve superior, risk adjusted, after-tax absolute returns while controlling risk.

HIGH GRADE INVESTMENT SOLUTIONS