We offer a variety of solutions to help you generate current income while attempting to preserve your asset base, including:
Cash and Enhanced Cash
We create customized portfolios to optimize your cash flow, tax considerations and investment returns. We also offer enhanced cash products (ECPs) which seek to outperform money market funds by taking additional amounts of interest rate, credit and liquidity risk in the fixed income markets.
Taxable Fixed Income
Our short-duration taxable fixed income programs invest in a high quality portfolio, actively managed with a total return strategy.
Municipal Fixed Income
Today's unusual economic conditions reinforce why actively managed municipal bond funds may provide advantages to your municipal portfolio. These advantages include a stronger income strategy, flexible durations and reduced transaction costs.
Contact your Relationship Manager for more details.
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Now more than ever, an active management approach — such as through municipal bond funds — may make better sense for your portfolio.
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