Our investment philosophy is simple: preserve our clients' wealth. Our "defensive" style of management that supports this philosophy is equally straightforward: actively manage all holdings to maximize total return (on an after tax basis.)

Our traditional product portfolios can typically be characterized as follows:

  • Avg. Effective Maturity 5.0 years
  • Avg. Effective Duration 4.1 years
  • Avg. Quality AA+
  • Nothing less than "A" rated

The benchmark used to gauge performance in our Traditional 5 Year Product is the Barclays Capital Five Year GO Municipal Index.