• Style National, Investment Grade
  • Approach Active; Top-Down/Bottom-Up
  • Benchmark Bloomberg Barclays 10-Year Municipal Bond Index

Strategy Highlights

  • Total Return Approach: Seek to provide high after-tax returns consistent with preserving and enhancing capital
  • Research Expertise: In-depth independent research by experienced research team with an emphasis on ESG factors
  • Active Management: Maintain flexible portfolios with an objective to outperform the market while incurring less risk

Portfolio Managers

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