Strategy Focus
     Geographically Diversified
     Tactical; Relative Value, Income Driven
     Benchmark: Barclay's 5 Year Municipal Bond Index
Investment Philosophy
Our unwavering commitment to grow and protect our client’s principal is at the core of each of our strategies. We seek to reduce risk while maximizing our client's after-tax returns. We do this through the implementation of a tactical, total return approach, backed by deep research.

Portfolio Management

Andrew Clinton


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Short Duration


June 2021 Fact Sheet