Tax Efficient Core Plus Enhanced

Investment approach

Our Tax Efficient Fixed Income investment strategies focus on quality control and effective risk management by utilizing a disciplined, capital preservation focused investment process. Portfolio Managers work directly with clients to customize separately managed portfolios to their investment goals, risk tolerance, liquidity needs, and state and federal tax status. The Tax Efficient Core Plus strategy is focused on active management of duration, yield curve, credit, and sector exposure of 1-10 year maturity, investment grade municipal bonds, corporates, and government-related securities. The enhanced component seeks to take advantage of the opportunity for higher yields and discount appreciation in closed-end funds with a tactical allocation to the Investment Company Strategy.

Key Characteristics

  • After-tax total return orientation
  • Credit research emphasis
  • Enhance returns with tactical exposures to closed-end bond funds
  • Preservation of capital
  • Risk-management focus