2017 Quarter 4 Review: Individual Tax-Exempt Portfolio

2017 Quarter 4 Review: Individual Tax-Exempt Portfolio

Description

A separately-managed account bond strategy that employs an active management discipline that strives for low volatility and enhanced risk-adjusted returns through duration positioning and security selection. The portfolio is built around a long-term strategic allocation that typically includes investments in high quality, investment grade municipal bonds and may be supplemented with various taxable fixed income securities for diversification or based on relative value opportunities.

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Individual Tax-Exempt 2017 4th Quarter Review