Specializing in the management of tax exempt and taxable fixed income portfolios, we offer a variety of high-quality separately managed accounts to meet our clients’ income and investment objectives.
Positive Impact Tax Exempt
Intermediate ultra-high credit quality municipal strategy with a proceeds-based approach to identifying credits that exhibit a positive impact on society and the environment
Positive Impact Bond
Limited duration with a distinct, proceeds-based overlay to express impact views in a high quality bond portfolio