Municipal Bond Portfolio Plus

  • 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.  

 

 

 

 

Structure

The clients individual profile and objectives will drive portfolio structure

Custom Portfolio Characteristics

  • Duration

  • Sector

  • State Specific

  • Maturity

  • AMT Restrictions

  • Credit Quality

  • Distribution Preferences

  • Benchmark-driven characteristics

 

Tax Efficiency

Sell Discipline

Risk Control Management

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LOS ANGELES | PALM SPRINGS | MEMPHIS | SAN JUAN
 

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 Ph: 310-208-2151

 Ph: 844-237-6499 

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