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Strategies

While Belle Haven offers an array of fixed income strategies, we understand that every investor's needs and objectives are not the same. Our separately managed portfolios are flexible and can be customized to meet the individual needs of an investor.

For clients seeking a more customized approach, we welcome the opportunity to explore potential solutions. 

To learn more about any of our SMA strategies, please click here to request more information.

All Taxable Strategies Tax-Exempt Strategies


ALPHA
GENERATION

Tax-Exempt Strategies


Muni PLUS®

DECADES OF EXPERIENCE EMBODIED IN ONE STRATEGY
Our flagship strategy, Muni PLUS®, was incepted in 2002. The strategy seeks to generate income with a focus on total return through the active management of a diversified portfolio of tax-exempt municipal securities. 

The strategy generally invests across a 1-20 year maturity range and maintains an average credit rating of approximately AA-. Individual securities may be rated above or below the strategy's average credit rating or may be unrated.
Portfolio construction incorporates fundamental credit research, security selection, diversification and relative value considerations across a variety of municipal structures, purposes and sectors. Portfolios may be customized to accommodate reasonable client-specific investment guidelines and tax considerations.

 

Ladder PLUS®

STEEPED IN TRADITION, OVERLAID WITH OPPORTUNITY
The Ladder PLUS® strategy seeks to generate income and preserve capital through a laddered portfolio of tax-exempt municipal securities combined with an actively managed investment approach.
The strategy generally invests across a 1–13 year maturity range and maintains an average credit rating of approximately AA. Individual securities may be rated above or below the strategy's average credit rating or may be unrated.
The laddered structure is complemented by active security selection, credit research and relative value considerations. Portfolios may be customized to accommodate reasonable client-specific investment guidelines and tax considerations.

3-17 Year Ladder®

TAKE ADVANTAGE OF THE CURVE

The 3–17 Year Ladder® strategy seeks to generate income and preserve capital through a laddered portfolio of tax-exempt municipal securities.

 

The strategy generally invests across a 3–17 year maturity range and maintains an average credit rating of approximately AA. The extended maturity range provides the strategy with the ability to seek additional yield opportunities across the municipal yield curve. Individual securities may be rated above or below the strategy's average credit rating or may be unrated.

 

The strategy incorporates active security selection, credit research and relative value considerations across a diversified range of municipal structures, purposes and sectors.

 

Portfolios may be customized to accommodate reasonable client-specific investment guidelines and tax considerations.



Cash Management®

SHORT AND SWEET

The Cash Management® strategy seeks to generate income with a focus on reduced volatility through a shorter-duration, generally passive investment approach.

 

The strategy invests in securities maturing in 13 months or less and maintains an average credit rating of approximately AA. Individual securities may be rated above or below the strategy's average credit rating or may be unrated.

 

The strategy may invest across a variety of municipal structures, purposes and sectors to provide diversification while maintaining its short-term maturity profile.



Taxable Strategies


Taxable PLUS®

THINKING CORE FIXED INCOME

Taxable PLUS® is a Core Fixed Income strategy that seeks to generate income and preserve capital while pursuing total return through active portfolio management.

 

The strategy generally invests across a 1–20 year maturity range and maintains an average credit rating of approximately AA-. Individual securities may be rated above or below the strategy's average credit rating or may be unrated.

 

The strategy may invest in taxable municipal bonds, corporate bonds, U.S. Treasury securities and agency securities. Portfolio construction incorporates fundamental credit research, security selection, diversification and relative value considerations across eligible fixed-income sectors.

 

Portfolios may be customized to accommodate reasonable client-specific investment guidelines and objectives.

 

 


Taxable Ladder PLUS®

AN ACTIVE LADDER, ON THE TAXABLE SIDE OF THE LEDGER

Taxable Ladder PLUS® is an Intermediate Government/Credit strategy that seeks to generate income and preserve capital through an actively managed laddered portfolio.

 

The strategy generally invests across a 1–12 year maturity range and maintains an average credit rating of approximately AA. Individual securities may be rated above or below the strategy's average credit rating or may be unrated.

 

The strategy may invest in taxable municipal bonds, corporate bonds, U.S. Treasury securities and agency securities. Through active management, fundamental credit research and portfolio positioning, the strategy seeks to identify relative value opportunities across eligible fixed-income sectors while managing interest-rate, credit and other portfolio risks.

 

Portfolios may be customized to accommodate reasonable client-specific investment guidelines and objectives.