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.
WHY US?
WHO WE ARE WHO WE SERVE
WHAT WE DO HOME
CONTACT
10 Valley Stream Parkway Suite 202
Malvern, PA. 19355
484-588-0112



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Resgistered Investment Advisor.