The goal of our Taxable Income strategy is to provide an attractive income similar to that available through mutual funds investing in corporate bonds, and is designed for tax-deferred retirement accounts such as IRAs, and tax-exempt organizations who wish to add the municipal bond asset class to their portfolio.

No leverage is used. We generally avoid bonds rated below investment grade. Zero-coupon bonds may be used in tax-deferred retirement accounts where current income is a secondary consideration.

Advisory fee: 0.36% (36 basis points) annually.

For additional information on our fees and the operation of our firm, please refer to our Form ADV Part II, which can be found under the “Privacy Policy & Disclosures” link below.