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Objective

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.

Primary Investments

 
  • Municipal and taxable fixed-income securities
  • Invests selectively in below-investment-grade bonds

Portfolio Overview

 
  • 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 32 years of industry experience, with over $27 billion in assets under management

Management Team

  • Daryl ClementsSenior Portfolio Manager
  • R. B. Davidson IIIDirector—Municipal Bond Management
  • Terrance T. HultsPortfolio Manager
  • Shawn KeeganPortfolio Manager—Credit

Literature

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