Tax Efficient Short Intermediate

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 Intermediate strategy is focused on active management of duration, yield curve, credit, and sector exposure of investment grade municipal bonds, corporates, and government-related securities in the 1-7 year maturity range.

Key Characteristics

  • After-tax total return orientation
  • Credit research emphasis
  • Transparency
  • Preservation of capital
  • Risk management focus