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Municipals

Our Tax-Aware strategies seek current income exempt from federal income taxes by investing primarily in municipal securities.


Our approach to tax aware investing

We seek out attractive issuers of municipal bonds including states, cities, counties, redevelopment agencies, special-purpose districts, school districts, public utility districts, publicly owned airports and seaports, and any other governmental entity at or below the state level. Municipal bonds may be general obligations of the issuer or secured by specified revenues.

years with
J.P. Morgan
years
Experience