WE TAKE PRIDE IN BUILDING YOUR MUNICIPAL BOND PORTFOLIO
Moors & Cabot realized that many Massachusetts bond buyers, investing with some of the largest financial firms in the country, did not have access to a local team of experts focused on Massachusetts municipal bonds. We created the Mass Munis team to give our state’s investors an alternative. We are dedicated to finding value in the municipal bond market for the Commonwealth’s fixed income investors.
Schedule a meeting or call us directly to discuss where we see value in today’s municipal bond market
WHICH MUNICIPAL BONDS WORK BEST FOR YOU?
Deep experience in the municipal bond market combined with a full understanding of every clients’ needs are the key ingredients to building the particular portfolio necessary to meet your financial goals.
A portfolio of municipal bonds requires many decisions and navigating the many options can be perplexing. Which coupon is best? What is a good rating class? When should you buy a small quantity of bonds, when would you buy more? Is there more value in the secondary or primary market? Should you add out of state bonds to the portfolio given your tax rate? Callable or non-callable bonds? The list of questions goes on.
ENTER THE MASS MUNIS EXPERTS
We have the answers to your questions. With decades of combined experience, we are experts in the municipal bond market. Our mission is to provide thoughtful advice, identify attractive investments, and build complete individual municipal bond portfolios. We help clients navigate the bond market by building well-positioned portfolios that align with the particular aspects of their financial lives. We customize portfolios to meet every client’s specific goals for income, yield, duration, and taxation.