Overview

Body

Philosophy

Our long-term, fundamental fixed income philosophy is centered on capital preservation and income.

Process

The Tax-Exempt Fixed Income Strategy (the “Strategy”) is a portfolio of high-quality, fixed income securities issued by state and local governments throughout the United States. Portfolios can also be customized by geography to optimize tax advantages for individual client circumstances. The Strategy focuses on pre-refunded, general obligation, and essential-service revenue bonds. Bonds are laddered by maturity, with portfolio duration maintained in the short to intermediate range.

Team

Commentary