• Style Short-Term, Investment Grade
  • Approach Active; Top-Down/Bottom-Up
  • Benchmark Bloomberg Barclays1-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
  • Active Management – Maintain flexible portfolios with an objective to outperform the market while incurring less risk

Portfolio Managers

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