Strategies

Taxable strategies seek to produce higher yields by investing across the U.S. investment-grade fixed income universe, whether they be municipal, corporate, or government issuers.

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Tax-efficient strategies seek to produce higher after-tax yields by investing across the U.S. investment-grade fixed income universe, whether they be municipal, corporate, or government issuers.  

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Tax-Exempt strategies include customized municipal portfolios with flexibility tailored to the client’s risk profile and investment policy, which may include: income targets, social concerns, maturity, duration, credit quality, and state-specific objectives.

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