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.

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  • 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.

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  • A California-focused municipal bond strategy seeking high tax-exempt income through long-duration bonds, offering greater yield potential with increased interest rate sensitivity.

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  • A Massachusetts municipal bond strategy focused on generating federally and state tax-exempt income through diversified bond durations, offering stable, tax-efficient cash flow.

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  • A Minnesota municipal bond strategy designed to deliver federally and state tax-exempt income through diversified bond durations, prioritizing consistent, tax-efficient cash flow.

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  • 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.

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  • 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.

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  • A short-duration municipal bond strategy focused on preserving capital and generating federally tax-exempt income, with broad diversification across states and sectors.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • A Pennsylvania municipal bond strategy focused on delivering tax-free income at both the federal and state levelsโ€”designed for residents seeking reliable, tax-efficient income.

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  • A single-state municipal bond strategy targeting intermediate-term bondsโ€”offering tax-free income at both federal and state levels for residents of the issuing state.

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  • 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.

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  • A short-duration, single-state municipal bond strategy focused on preserving capital while providing tax-free income for residents of the issuing state.

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  • A floating-rate strategy focused on generating high current income by investing in bank loans that adjust with short-term interest rate benchmarks.

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  • 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.

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  • A global emerging markets bond strategy focused on generating current income through diversified exposure to debt securities issued by emerging market countries worldwide.

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  • 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.

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  • 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.

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  • 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.

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  • A fixed income strategy focused on preserving purchasing power through bonds whose principal adjusts with inflation, primarily issued by the U.S. Treasury.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • A diversified multisector bond strategy investing across government, corporate, foreign, and high-yield sectors. Focused on generating current income, it typically holds 35%โ€“65% in speculative-grade debt.

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  • A tactical bond strategy using global fixed-income securities and derivatives like credit default swaps to seek income while minimizing short-term volatility.

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  • An income-focused strategy investing primarily in preferred stocks and perpetual bonds, with higher credit risk and longer duration than typical bond portfolios.

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  • A conservative bond strategy focused on short-term, investment-grade U.S. debt (1.0โ€“3.5 yr durations), offering low volatility and reduced interest-rate sensitivity.

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  • Primarily invests in investment-grade U.S. fixed-income securities. Duration ranges from 1.0 to 3.5 years. Designed for conservative investors.

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  • Seeks current income while minimizing price fluctuations. Uses wrap agreements to protect share value and reduce interest-rate volatility.

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  • Invests in high-quality U.S. bonds with durations under one year. Excludes high-yield and international bonds. Seeks capital preservation and liquidity.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • A tactical allocation strategy that actively adjusts regional equity and bond sector exposures, targeting both growth and income with frequent, material shifts in positioning.

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  • 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.

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  • A world allocation strategy focused on capital appreciation and income through diversified exposure to stocks, bonds, and cash across developed global markets.

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