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 Alex Over, Managing Director, Sales, Marketing and Client Service, to arrange a visit or phone conference.