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Broad Maturity Tax-Efficient

  • Benchmark Bloomberg Managed Money

The Broad Maturity Tax-Efficient Strategy is an investment grade municipal bond portfolio that seeks to maximize after-tax income and preserve capital.

This strategy offers broad exposure across the municipal yield curve and emphasizes generation of income. Investors in this strategy will have a higher tolerance for price volatility relative to shorter duration strategies. Allocations to U.S. Treasury, government-related and corporate bonds may also be considered based on a client’s specific tax rate. The strategy employs active management, bottom-up research and proactive portfolio positioning. This strategy allows clients to bias towards over 30 states for investors with state-tax liabilities.

Investment Objective

Preserve capital and maximize after-tax income

Eligible Investments

Treasury Bonds

Government-Related Bonds

Corporate Bonds

Strategy Information

Inception Date: December 2017

Strategy AUM: $35 Million

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The information above is current as of 3/31/24.