Tax Aware Fixed Income seeks to earn the highest available level of current income exempt from federal taxes, without assuming what the Advisor considers undue risk.
- Municipal and taxable fixed-income securities
- Invests selectively in below-investment-grade bonds
- Invests flexibly across both municipal and taxable bonds, seeking attractive after-tax returns
- Manages interest-rate exposure, with the ability to invest in lower rated munis and corporate bonds
- Led by disciplined team averaging 28 years of industry experience, with over $35 billion in assets under management