Our focus is on client-specific solutions, based on the client’s tax rate and portfolio guidelines. We balance opportunities in security selection, sector and yield curve to pursue consistent returns with no surprises through all interest rate environments. Where suited to the client’s strategy, we cross over tactically into taxable debt when it offers greater after-tax value.

Click on the links at left to learn more. Or contact Tom Ryan, Director of Product Management and Sales for Tax Sensitive Fixed Income, to arrange a visit or phone conference.