1919 Intermediate Municipal Fixed Income Strategy

Seeks to maximize after-tax returns by employing a disciplined, relative value approach customized to the clients’ state of residence and risk tolerance.

Our Latest Strategy Materials

Fact Sheet file-pdf

Investment Approach

A top-down, macro approach is utilized when determining sector, duration, and term structure decisions:

  1. Bottom up security selection focuses on credit fundamentals and security structure

  2. Proprietary research and credit resources are leveraged to manage credit risk

  3. Opportunistically find value in mispriced bonds

  4. Maintain high overall credit quality


All investments involve risk, including risk of loss and there is no guarantee investment objectives will be met.