The Fixed Income Managed Solutions Team is dedicated to delivering customized tax-exempt and taxable fixed income solutions to help meet the goals and income needs of individual investors.

Our approach combines a top-down macro view with bottom-up analysis to select investments across our municipal, corporate bond and preferred securities portfolios.

Invests in high-quality, investment grade, tax-exempt bonds, using a top-down process that aims to deliver federally tax-exempt income by primarily targeting the back half of the municipal bond yield curve.  

As of 12/1/2020. Team information may change from time to time.

All investing involves risks, including a loss of principal. 

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.


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