DISCIPLINE IS THE GATEWAY TO SUCCESS

Strategies

Belle Haven offers an array of strategies. However, we understand that each investor's needs and objectives may not be the same. Our separately managed portfolios can be fully customizable to a client's specifications.

If you have a situation that may require a specific solution, let’s talk.

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 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 maturity range the strategy invests in is 1-15 years. 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.



Ladder 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.


3-17 Year Ladder

TAKE ADVANTAGE OF THE CURVE
The strategy directive for the 3-17 Year Ladder strategy is income and preservation of principal. 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 maturity band we generally utilize is 3-17 years, which allows us to pick up a bit more yield without having to take on additional credit risk. Diversification has been a staple of our success; hence this strategy uses a wide variety of structures, purposes and sectors.

We do not subscribe to the buy and hold mentality, but to the belief that everything is for sale at a price.


Cash 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.


 

Taxable Strategies


Taxable 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 maturity range the strategy invests in is 1-15 years. Securities utilized in this strategy primarily include taxable municipal bonds, corporate bonds, agencies, tax-exempt municipal bonds (including those subject to AMT) and treasuries.




Taxable 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.