Tax-Favored Fixed Income Strategies

Tax-Favored Fixed Income Strategies

For some high net worth clients seeking to optimize their wealth preservations and income opportunities, today’s tax environment can be especially burdensome. With our extensive experience in constructing institutional-quality portfolios that emphasize tax-efficient income strategies, such as tax-swaps and municipal bond swaps, we are able to help our clients achieve superior risk-adjusted returns while preserving their capital.

We rely on our deep expertise and experience in trading within the tax-exempt securities market to identify and select higher quality-rated bonds that offer the best opportunities for both yield and safety and match them to our client’s portfolio objectives.

Meet Stephen

Have you met Stephen?

He has a wealth of experience in the financial services industry.

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