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.
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The information above is current as of 12/31/25.
There is no guarantee that the strategies or customizations will achieve their objectives, lower volatility or be profitable. Client-driven modifications and customizations are subject to review and approval. Some modifications and customizations cannot be combined and/or require higher account minimums. All investments involve risk, including loss of principal. Diversification cannot assure a profit or protect against loss. No investment or risk management strategy can guarantee positive results or risk elimination in any market. Investments in values-aligned customizations are subject to proportionately higher exposures in certain types of risks.