Tax Exempt Fixed Income

We seek to maximize after tax income for our clients while assuming the least amount of risk. The cornerstone of our investment philosophy is quality. We believe that an unbiased investigation of each fixed income security, including an issuer’s rating history and financial information, is essential to creating a risk-averse bond portfolio. We utilize both credit analysis and yield curve placement to determine value.

Duration management may be used to lengthen or shorten the maturity of individual portfolios.