Actively managing your portfolio not only adds value to your absolute return, it constantly controls risk. By controlling the risk of your portfolio, we are able to provide liquidity, purchase better credits, achieve better price execution and limit event and/or credit risks. We regulate these common investment risks that adversely influence most conventional “buy and hold” strategies returns.

YOUR SEPARATELY MANAGED PORTFOLIO will have :                                   

• ONLY Very High Credit Quality Municipals (AAA or AA)
• Highest Degree of Liquidity
• No Market Timing
• No Leverage
• Client Specified Duration