Specialization in Municipal Bonds
We focus our efforts entirely on the $1.3 Trillion Tax-Exempt Municipal Securities Market.
Superior Client Service
We provide an exceptional level of personalized service when compared to most other municipal bond money management firms.
Active vs. Passive Management
We are constantly looking for opportunities to enhance our quality and increase after tax returns through our "actively managed" approach.
No Conflicts of Interest
Because we are compensated on a fixed fee basis, our only incentive is to execute transactions that enhance the value of the client's overall portfolio.
Competitive Fees
Our services are priced comparably to those of other investment advisors managing Tax-Exempt Municipal Securities.
Access to Investment Research
We receive the finest credit and relative value research from the top investment firms across the country.
Detailed Account Statements
Our statements included comprehensive descriptions of all securities held, including a duration measurement for each security individually and for the portfolio as a whole.
Cost Effective Execution of Transactions
C.W. Henderson executes securities transactions in large quantities, and, as a result, receives better bids and offers than those extended to individuals.
Crain's Investment News
C.W. Henderson & Associates, Inc. was recognized in the August 21, 2006 edition of Investment News. The article highlighted separate managed accounts and their quarterly performance returns. Our Short-Term Strategy ranked #1 and our Traditional Actively-Managed Strategy ranked #2. If you would like a copy of the reprint, please contact Kim Lundgren at 312-222-1401 or email her at klundgren@cwhenderson.com.
Nelson Rankings
World’s Best Money Managers – Nelson Marketplace
- For the 4th quarter ending 12/31/05, our Traditional 5 year product ranked 14 out of the top 20 in the Nelson’s World’s Best Money Managers rankings.
- For more details and to review the complete rankings, please go to www.nelsoninformation.com to register for free and to view the World’s Best Managers.
Bloomberg Wealth Manager
C.W. Henderson & Associates, Inc. has been recognized for a fourth time in the May 2005 edition of the Bloomberg Wealth Manager. The article entitled ‘Raising the Roof’ discussed how munis remain strong among wealthy investors. C.W. Henderson & Associates, Inc. was ranked 11th out of 30 on Bloomberg's Top Municipal Separate Account Managers list. Last year, C.W. Henderson & Associates, Inc. was recognized in the May 2004 edition in the article entitled ‘The Feeling’s Municipal”, as well as in the May 2003 edition in the article ‘Diamonds in the Rough’ and the 2002 article ‘Seeking Professional Help’.' If you would like a copy of any of these articles, please call Kim Kluender at 312-222-1401, or email her at klundgren@cwhenderson.com.
Copyright 1997, C.W. Henderson
& Associates, Inc. All rights reserved.