Municipal Bond Portfolio Plus

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• Customized portfolios to meet your needs

• Trading directly with and around the street to get the best prices

• Managed by Municipal Bond Veteran of 40 years,   Bob Cooke Snr.  

 

 

 

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Structure

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The clients individual profile and objectives will drive portfolio structure

Custom Portfolio Characteristics

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• Duration

• Sector

• State Specific

• Maturity

• AMT Restrictions

• Credit Quality

• Distribution Preferences

• Benchmark-driven characteristics

 

Tax Efficiency

Sell Discipline

Risk Control Management