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Strategy
- Create portfolios of high-yield, tax-exempt bonds and high-dividend equity investments in conjunction and consistent with the client's Statement of Investment Objectives (SIO)
- Compound reinvested income at high rates
- Manage client portfolios to minimize the impact of federal income taxes
- Conserve and grow client’s capital through diligent analysis and active portfolio management
- To earn tax-exempt income net of fees of 6% to 7% annually
- To earn additional return of 2% to 3% annually from active management of the tax-exempt portfolio net of fees
- To exceed the level of income an investor would receive in rated tax-exempt bonds by 200 to 300 basis points
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