Muni PLUS:

 

Muni PLUS is an actively managed, total return strategy.

This strategy preys on the inefficiencies in the municipal bond market. We utilize any structure, from currently callable to non-callable bonds. This strategy accesses the full credit spectrum, allowing us to look at any quality of credit we deem offering current value. Muni PLUS is a well diversified strategy utilizing any par amount, adding to the benefit of diversification.

 

LADDER PLUS & TAXABLE LADDER PLUS:

 

Unlike many laddered strategies, our offering is not passive. Rather, we are actively managing our ladder separately managed accounts.

Ladder PLUS is a traditional ladder strategy. Our strategy looks to take very little credit risk. Credit quality and safety are always paramount in a Ladder PLUS account.

Our strategy involves buying out to 12 years in maturity. Most traditional ladder strategies run 1-10 years in maturity; this standard range of buying produces a large amount of demand in the 1-10 year range. By going the extra two years we are not in competition with the demand generated by the traditional ladder builder. Less demand = potential value