ArrowArrowMuni Plus

Decades of experience embodied in one strategy.

Our flagship strategy, Muni PLUS, was incepted in 2002. The strategy directive of Muni PLUS is income and safety with a focus on total return. We strive to maximize risk-adjusted returns through the construction of higher quality, separately managed portfolios. Securities used in this strategy include tax-free municipal bonds. We do not buy bonds subject to AMT. The average effective maturity is 4-8 years, however, we occasionally buy securities with shorter or longer maturities. The average credit rating is A, however, we will on occasion buy non-rated securities. Diversification has been a staple of our success, hence this strategy uses a wide variety of structures, purposes and sectors. 

To learn more about Muni PLUS or to see the most recent performance composite, please click here to request more information.

PSN Top Guns Criteria

ArrowArrowLadder Plus

Steeped in tradition, overlaid with opportunity.

The strategy directive for Ladder PLUS is income and safety, which has historically been a passive approach. Our laddered strategy contains an opportunistic overlay, injecting new life into one of the oldest fixed income strategies known to the investing community. Securities employed in this strategy include tax-free municipal bonds. The strategy does not utilize bonds that are subject to AMT. The average credit rating is AA, however, we may purchase securities that may be non-rated or rated outside the average credit rating. The strategy can be tailored to meet the individual needs of the investor.

To learn more about Ladder PLUS or to see the most recent performance composite, please click here to request more information.

ArrowArrowTaxable Plus

The taxable version of our acclaimed total return strategy.

Our taxable strategies are built to mirror the approaches of our tax-exempt offerings. We currently manage taxable portfolios for institutions, insurance companies, not-for-profit organizations and retirement accounts.

Our approach is focused on income and safety in an actively managed portfolio. We employ the concept that everything is for sale - it is simply a matter of securing the right price.

The strategy uses a wide variety of structures, purposes and sectors. The average effective maturity is 4-8 years, however, we will on occasion buy securities with shorter or longer maturities than the stated average. Securities utilized in this strategy primarily include taxable municipal bonds, corporate bonds, agencies, tax-exempt municipal bonds (including those subject to AMT) and treasuries.

To learn more about the Taxable PLUS strategy or to see the most recent performance composite, please click here to request more information.

ArrowArrowTaxable
Ladder Plus

An active ladder, on the taxable side of the ledger.

Our taxable strategies are built to mirror the approaches of our tax-exempt offerings. We currently manage taxable portfolios for institutions, insurance companies, not-for-profit organizations and retirement accounts.

We believe in the concept that a defensive ladder structure is enhanced by an opportunistic overlay.

This strategy can employ a wide variety of structures, purposes and sectors. The average maturity band we generally use is 1-12 years, however the strategy is highly customizable to meet the individual needs of the investor. Securities utilized in this strategy primarily include taxable municipal bonds, corporate bonds, agencies, tax-exempt municipal bonds (including those subject to AMT) and treasuries.

To learn more about the Taxable Ladder PLUS strategy or to see the most recent performance composite, please click here to request more information.

ArrowArrowCash Management

Short and sweet.

The objective of the Cash Management strategy is income and safety, with a passive approach. The goal of this strategy is to produce yields above a traditional money-market offering. We use securities maturing in 13 months or less, with the goal of reducing volatility while providing income. The average credit rating is AA, however, we will on occasion buy securities that may be non-rated or rated other than the average. Cash Management employs a wide variety of structures, purposes and sectors to maintain diversification.

To learn more about the Cash Management strategy or to see the most recent performance composite, please click here.