DIFFERENTIATE YOUR RIA BY GIVING YOUR CLIENTS A CUSTOM EXPERIENCE AND MORE TAX-FREE INCOME
We will build your client a tailor-made portfolio consisting of investment-grade municipal bonds. If you and your clients prefer a plain vanilla cookie cutter mutual fund / ETF solution, we are not for you. The outcome with us will be more income.
If your client has more than $250,000 earmarked as “stay rich”, the SMA (separately managed account) structure is safer and more efficient than a mutual fund / ETF solution, all else being equal. Your clients will have a portfolio with defined maturities. They will get their principal back at a call /maturity date.
In addition, we traffic in bonds that a large asset manager would not be interested in due to size. 100 bonds ($100k) mean nothing to a $1 Billion mutual fund, but 100 bonds make a huge difference for our clients.