Short Duration Municipal Bond Strategy

Our actively managed Short-Duration Municipal Bond Strategy seeks to outperform other short-term investment strategies such as money market funds and treasuries by carefully purchasing short-duration, high-quality, short-call municipal bonds that generate coupon interest. The strategy uses no leverage, nor does it invest in other investment vehicles such as mutual funds or other pooled investment vehicles.

  • FEDERALLY TAX-FREE
  • AVERAGE DURATION OF ONE-YEAR OR LESS TO LIMIT RISK
  • LABOR-INTENSIVE PROCESS UNCOVERS MARKET INEFFICIENCIES
  • QUALITY-FOCUSED DUE DILIGENCE PROCESS BORN OF 30+ YEARS EXPERIENCE
  • MANAGED IN SEPARATELY MANAGED ACCOUNTS AT THE CUSTODIAN OF CLIENT’S CHOOSING

 

Interest income generated by the strategy is intended to be exempt from regular federal income tax. Capital gains, market discount and other tax considerations may still apply. Tax treatment depends on each investor’s circumstances.

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