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STRAtegies

Strategies

It is our belief that every portfolio should accurately reflect each client’s specific risk tolerance and investment objectives to ensure that those goals are met. We will offer the following strategies to help meet those objectives.

MTAM Short Duration Tax-Free Municipal
     1 – 2 Year Maturity Focus Benchmark: 1 Year GO

MTAM Intermediate Tax-Free Municipal
     4 – 6 Year Maturity Focus Benchmark: 5 Year GO

MTAM Enhanced Tax-Free Municipal
8 – 12 Year Maturity Focus Benchmark: 10 Year GO

MTAM Institutional Sub-Advisory
    Will customize to meet client objectives.