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Intermediate Tax-Efficient

  • Benchmark Bloomberg Managed Money Short/Intermediate

The Intermediate Tax-Efficient Strategy is an investment grade, 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 are also considered based on a client's tax rate and market environment. 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: July 1994

Strategy AUM: $16.6 Billion

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The information above is current as of 12/31/23.