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Overview

 

Our team is a leader in municipal bond management, with significant market presence, among the largest and deepest municipal investment teams in the country, and broad selection of municipal strategies. We have a consistent, proven research approach that draws on decades of market experience to manage risk via a proprietary bottom-up process. 

 

As of 1/1/2025. Team information may change from time to time.

This material is a general communication, which is not impartial and has been prepared solely for informational and educational purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. The information herein has not been based on a consideration of any individual investor circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision.

All investing involves risks, including a loss of principal. 

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.