what we do
who we are
who we serve
What We Do
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
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)
Second safest asset class behind US Treasuries measured by historical defaults.
Invest in your community
Peace of mind and predictability
Benefits of owning individual securities
Separately managed account
The muni market will retain its rightful position where wealthy Americans go to protect their wealth.
WHO WE ARE
WHO WE SERVE
WHAT WE DO
10 Valley Stream Parkway Suite 202
Malvern, PA. 19355
Discover the difference with a
Resgistered Investment Advisor.