Clients are more than assets under management.

Our proactive Municipal bond investment management process is driven by client defined goals, implemented from their perspective, and measured relative to a return required for their goal achievement, not relative to a manager chosen market or index benchmark.

We are focused on generating real cash flows, income and realized gains, not on transitory gains or losses that occur for any bond between purchase and maturity dates. Our focus recognizes that only real portfolio cash flows can be spent or reinvested and applied to achieving client goals.

Recent Commentaries

Meredith and Defaults
January 17, 2011

Technical Market Correction Sends Yields Higher
November 23, 2010

In the News

Cincinnati-area experts still favor municipal bonds

Western & Southern sues over $619M in investments