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Long Intermediate Tax-Efficient
The Long Intermediate Tax-Efficient Strategy is an investment grade, long-intermediate duration municipal bond portfolio that seeks to preserve capital and maximize after-tax income.
Allocations to U.S. Treasury, government-related and corporate bonds may also be considered based on a client’s 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
Tax-Exempt Municipal Bonds
Treasury Bonds
Government-Related Bonds
Corporate Bonds
Strategy Information
Inception Date: January 2005
Strategy AUM: $1.6 Billion
