• Style National, Investment Grade
  • Approach Active; Top-Down/Bottom-Up
  • Benchmark Bloomberg 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
RESOURCES

Portfolio Managers

John B. Fox, CFA
Partner, Director, Fixed Income
Brian T. Moreland, CFA
Partner, Portfolio Manager/Trader
Martin R. Tourigny, CFA
Partner, Portfolio Manager
Kara M. South, CFA
Partner, Portfolio Manager