Investment strategies · Municipal Bonds
Municipal portfolios shaped around your objectives.
We consider the role of tax-exempt income alongside your liquidity requirements, risk preferences, and tax circumstances.
Who it best serves
Clients seeking a fixed income allocation that weighs tax-exempt income alongside liquidity needs, risk preferences, and individual tax circumstances.
How we manage it
Portfolio construction combines security analysis, relative-value assessment, maturity structure, and issuer and sector diversification. Ongoing management includes cash reinvestment and review of opportunities within the agreed mandate.
What can be tailored
Maturity range, credit parameters, diversification, state or issuer preferences where appropriate, existing holdings, and liquidity requirements.
Key risks
Municipal bonds involve credit, interest-rate, liquidity, and call risk. Tax treatment depends on the investor and the security; not all municipal income is exempt from every tax.
A conversation is the first step
Discuss this strategy’s role in your portfolio.
Tell us about your purpose for this allocation and the requirements it must meet.