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What We Do
Strategy
Locate and identify high-quality municipal bonds.
Deliver institutional trade execution in order to satisfy our "buy wholesale, sell retail" mandate
Construct portfolios to meet individual client's needs.
Locate special situation bonds
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for more details on our process and our strategy or call us at 484-588-0112.
For other RIAs, and family offices, we serve as an outsourced municipal bond desk. (please call for further details)
Municipal Bonds
Second safest asset class behind US Treasuries measured by historical defaults.
Invest in your community
Peace of mind and predictability
Tax-free income
Benefits of owning individual securities
Separately managed account
The muni market will retain its rightful position where wealthy Americans go to protect their wealth.
WHY US?
Philosophy
People
Process
Performance
WHO WE ARE
WHO WE SERVE
Investors
Financial Professionals
WHAT WE DO
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