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Individually — and Actively
— Managed Accounts
Our fixed-income expertise enables
our clients to earn the highest returns available when
investing in the tax-exempt market. And individually managed,
separate accounts give us the flexibility to provide for the
specific needs of each client, maximizing after-tax yield and
tax-efficiency. Once invested, our clients’ portfolios are
actively monitored and managed to maximize income and
capitalize on market opportunities.
A Proprietary Rating System
that takes rating to the next level.
Meredith Portfolio Management
goes beyond the analysis conducted by the professional rating
agencies to determine which issues are acceptable for our
clients’ portfolios. Our proprietary rating system relies on
our knowledge of the fundamentals and the historic performance
of the tax-exempt marketplace to enhance yield without
compromising safety.
A properly structured and managed
municipal bond portfolio can provide an individual in the
upper-tax brackets with consistently higher after-tax yields
than either high quality corporate or U.S. Treasury securities
without compromising principal.
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