SMA Portfolio Offerings



  • Strategy may be customized to client’s risk portfolio

  • Actively managed in response to changing market conditions in order to maintain the client’s desired portfolio structure

  • Each portfolio is well diversified across a broad spectrum of issuers, sectors and states

  • Ability to structure for state-specific or national investors

Municipal Intermediate
 
Municipal Opportunities Plus

Investment Objective

  • Minimize interest rate volatility

  • Focus on preservation of capital

  • Efficient cash flow management through a laddered approach
 

Investment Objective

  • Focus on total return

  • Opportunistic yield curve positioning

  • Analysis of undervalued municipal issuers with potential to outperform

Description

  • Maturity range: 6-12 years

  • Duration range: 4-7 years

  • Securities selected may include investment grade and non-investment grade quality, and may be subject to the Alternative Minimum Tax


Description

  • Avg Maturity range: 1-30 yrs

  • Avg Duration range: 5-15 yrs

  • Securities selected may include investment grade and non-investment grade quality, and may be subject to the Alternative Minimum Tax



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