With over 50 years of combined experience, our team’s process includes analysis of specific metrics for each municipal bond market sector, interviews with management, and site visits. Our investment style has proven to perform through the test of time. Employing a proprietary credit surveillance process to our analysis, we monitor information to track trends in tax collections, enterprise revenue collections, property valuations, economic activity and legislative developments to stay at the forefront of municipal markets.
Customized Portfolio Management
With our knowledge and expertise, we help you meet your investment objectives while respecting your organization's specific level of risk tolerance, policy parameters, and resources. Our experience with non-profit, government, and institutional clients gives us an unmatched understanding of the delicate issues confronting today’s treasury and investment professionals, equipping us with the knowledge to make informed investment decisions.