Investors
Watkinson Capital Municipal Bond
Advantage Strategy
  • $250,000 minimum account size
  • Investments will be custodied at Charles Schwab, Fidelity or TD Ameritrade
  • Tailored Municipal Bond Portfolios adhering to individual's state of residence and time horizon
  • “Stay Rich” foundation piece of one’s investment portfolio
  • Opportunity to take advantage of an inefficient asset class by utilizing an active manager
  • Learn how the professional side of the business can impact you