Fixed Income Investing

Through active fixed income management and proprietary research, we seek competitive performance for your fixed income portfolio, consistent with your objectives.

We offer investment opportunities within the following strategies:


Tax-Exempt Fixed Income

We actively manage tax-exempt municipal securities, customized to your state of residence. While there is no maturity limitation on individual securities, a portfolio's average effective duration is not expected to exceed 7 years.

High Yield Fixed Income

Investments in below investment grade fixed income securities for current income and capital appreciation potential. All investments involve risk and there is no guarantee investment objectives will be met.