Municipal Bonds & Fixed Income Investments

Early in my career, I specialized in municipal bonds and taxable bonds.  I sold and traded bonds to many different clients such as individual investors, banks, insurance companies, mutual funds, municipalities, etc.  Knowledge is a big help in evaluating the elements that contribute to the management of your bond / fixed income portfolio.  No bond / fixed income investment (credit) is the same.  Details matter.  Know what you own! 

I will evaluate and give you my perspective on your portfolio and market condition affecting your holdings.  Whether you have an existing bond / fixed income portfolio or you are looking to create one, contact me for a no-obligation review.