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.