INCOME FOCUS PORTFOLIO MANAGEMENT
Managing Municipal Bonds, Equity Index Funds, and High Dividend Equity Securities in Customized Separate Accounts
OUR SOLUTION TO LOW BOND YIELDS
Our firm distinguishes itself from other asset managers by offering a solution to the problem of harvesting a meaningful income from bonds without taking unreasonable credit or interest rate risk.
We believe a portfolio where the return is determined by contract, rather than expectation and hope, should be part of many investors’ overall asset allocation.