https://www.msrb.org/sites/default/files/Ways-to-Buy-Municipal-Bonds.pdf
The MSRB is a terrific resources for Municipal Bond investors to learn about how this market operates.
The link above will connect you to their 8 page whitepaper on the different ways to to buy Municipal Bonds.
Watkinson Capital offers the SMA (Separately Managed Account) option to own municipal bonds for investors with at least $500,000 of investable capital.
We would happily debate the merits of each option under the fiduciary standard.
Welcome to the Professional Side of the Municipal Bond Business.
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