Strategies that align with this objective
A high yield municipal bond strategy focused on generating high levels of tax-free income by investing in below-investment-grade or unrated high-yield municipal securities.
A California-focused municipal bond strategy designed to generate federally and state tax-exempt income through intermediate-duration bonds, offering stable returns with low volatility.
A California-focused municipal bond strategy seeking high tax-exempt income through long-duration bonds, offering greater yield potential with increased interest rate sensitivity.
A Massachusetts municipal bond strategy focused on generating federally and state tax-exempt income through diversified bond durations, offering stable, tax-efficient cash flow.
A Minnesota municipal bond strategy designed to deliver federally and state tax-exempt income through diversified bond durations, prioritizing consistent, tax-efficient cash flow.
A diversified municipal bond strategy focused on generating federally tax-exempt income, with intermediate-duration holdings across states and sectors to reduce risk and enhance stability.
A long-duration municipal bond strategy designed to produce federally tax-exempt income, with diversified exposure across states and sectors to reduce risk while targeting higher yields.
A short-duration municipal bond strategy focused on preserving capital and generating federally tax-exempt income, with broad diversification across states and sectors.
A state-specific municipal bond strategy designed to generate federally and New Jersey tax-free income, using diversified bond durations to meet income-focused goals.
A New York-focused municipal bond strategy offering federally and state tax-free income, built on intermediate-duration bonds to meet income needs with modest interest rate risk.
A long-duration New York municipal bond strategy delivering federally and state tax-free income, designed for residents seeking higher yields and willing to accept greater interest rate sensitivity.
An Ohio-focused municipal bond strategy designed to deliver tax-free income at both the federal and state levels, ideal for residents seeking steady, tax-efficient cash flow.
A Pennsylvania municipal bond strategy focused on delivering tax-free income at both the federal and state levelsโdesigned for residents seeking reliable, tax-efficient income.
A single-state municipal bond strategy targeting intermediate-term bondsโoffering tax-free income at both federal and state levels for residents of the issuing state.
A long-duration, single-state municipal bond strategy designed to provide tax-free income at both the federal and state level for residents of the issuing state.
A short-duration, single-state municipal bond strategy focused on preserving capital while providing tax-free income for residents of the issuing state.
A floating-rate strategy focused on generating high current income by investing in bank loans that adjust with short-term interest rate benchmarks.
A corporate bond strategy seeking higher income by focusing on U.S. and foreign company-issued debt, including a meaningful allocation to high-yield securities.
A global emerging markets bond strategy focused on generating current income through diversified exposure to debt securities issued by emerging market countries worldwide.
An emerging markets local currency bond strategy investing in emerging market debt denominated in local currencies, seeking income and currency exposure across Latin America, Eastern Europe, Africa, and Asia.
A high yield bond income strategy focused on U.S. bonds rated BB or below, offering higher yield potential in exchange for greater credit and economic risk exposure.
A short-term fixed-income high yield money market strategy designed to preserve capital and provide current income by investing in high-yield money market securities and maintaining a stable NAV.
A fixed income strategy focused on preserving purchasing power through bonds whose principal adjusts with inflation, primarily issued by the U.S. Treasury.
A government bond strategy focused on stability and income, with intermediate durations and low credit risk by investing primarily in U.S. Treasury and agency-backed debt.
An investment-grade bond strategy targeting intermediate durations, designed to balance income and interest rate risk by focusing on high-quality U.S. fixed-income securities.
A long-duration bond strategy focused on U.S. government and agency-backed securities, aiming to minimize credit risk while accepting higher interest rate sensitivity for potential income.
A long term bond portfolio emphasizing investment-grade U.S. corporate and fixed-income securities, designed to generate income while accepting higher interest rate sensitivity due to extended durations.
A diversified multisector bond strategy investing across government, corporate, foreign, and high-yield sectors. Focused on generating current income, it typically holds 35%โ65% in speculative-grade debt.
A tactical bond strategy using global fixed-income securities and derivatives like credit default swaps to seek income while minimizing short-term volatility.
An income-focused strategy investing primarily in preferred stocks and perpetual bonds, with higher credit risk and longer duration than typical bond portfolios.
A conservative bond strategy focused on short-term, investment-grade U.S. debt (1.0โ3.5 yr durations), offering low volatility and reduced interest-rate sensitivity.
Primarily invests in investment-grade U.S. fixed-income securities. Duration ranges from 1.0 to 3.5 years. Designed for conservative investors.
Seeks current income while minimizing price fluctuations. Uses wrap agreements to protect share value and reduce interest-rate volatility.
Invests in high-quality U.S. bonds with durations under one year. Excludes high-yield and international bonds. Seeks capital preservation and liquidity.
A conservative allocation strategy that invests 15% to 30% in equities, with the remainder in short to mid-term U.S. fixed income, rebalanced quarterly for stability and growth.
A moderate allocation strategy with 30% to 50% in equities and the remainder in short to mid-term U.S. fixed income, rebalanced quarterly to support growth and income.
A growth-focused allocation strategy with 50% to 70% in equities and the remainder in short to mid-term U.S. fixed income, rebalanced quarterly to maintain target exposure.
An aggressive allocation strategy with 70% to 85% in equities and the remainder in short to mid-term U.S. fixed income, rebalanced quarterly to preserve target mix.
A high-equity allocation strategy with 85% or more in stocks and the remainder in short to mid-term U.S. fixed income, rebalanced quarterly to maintain target exposure.
A hybrid strategy that invests in convertible bonds and preferred stock to capture equity-like upside while preserving some of the income and safety of traditional bonds.
A tactical allocation strategy that actively adjusts regional equity and bond sector exposures, targeting both growth and income with frequent, material shifts in positioning.
A conservative target date retirement strategy for retirees that balances stocks, bonds, and cash to provide steady current income throughout retirement, customized to client goals.
A world allocation strategy focused on capital appreciation and income through diversified exposure to stocks, bonds, and cash across developed global markets.