General Information




Customized separately managed municipal bond portfolios



Investment Size


Investment Approach

The tax-advantaged fixed income platform’s experienced investment team of senior portfolio managers and skilled credit analysts offer expertise in all aspects of managing municipal bond portfolios. The disciplined tax-advantaged fixed income investment approach focuses on credit market, sector, security and yield curve analysis. Portfolios are constructed in accordance with the specific goals and objectives of the client. Portfolios are diversified on a national or state specific level, emphasizing investment grade general obligation and essential purpose revenue bonds. Each portfolio is managed to take advantage of changing market conditions, and our discretionary accounts are tailored to individual client tax situation and specific investment goals. The tax-advantaged fixed income platform enjoys access to national and regional municipal securities markets through more than 50 broker-dealer relationships and secures institutional buying power through Credit Suisse’s global relationships.

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