WE TAKE PRIDE IN BUILDING YOUR MUNICIPAL BOND PORTFOLIO
Many Massachusetts bond buyers work with some of the largest financial firms in the country and do not have direct access to a local team of traders and asset managers who focus on Massachusetts municipal bonds. The Mass Munis team gives our state’s investors an alternative. Our team of traders and asset managers is 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 your goals and learn 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 each clients’ unique needs are 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? Should you add out of state bonds to your portfolio given your tax rate? Is there more value in the secondary or primary market? Are callable bonds better than non-callable bonds? The list of questions goes on.
ENTER THE MASS MUNIS EXPERTS
We have 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 construct complete individual municipal bond portfolios for our clients. We help you navigate the bond market with well-positioned portfolios that align with the particular aspects of your financial life. We work with you to build customized portfolios that meet your specific goals for income, yield, duration, and taxation.