The Intermediate Sustainable Tax-Efficient Strategy is an investment grade, intermediate duration municipal bond portfolio designed to preserve capital and maximize after-tax income. Our sustainable strategies also enable investors to emphasize sustainable investments, identified by our investment team. 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.