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
  • Click here 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.