Fixed income

Wisconsin Tax-Free Strategy

The strategy seeks total return by investing for a high level of current income that is exempt from federal and Wisconsin income taxes. It invests primarily in higher- and medium-quality municipal obligations and may also invest up to 25% of net assets in below-investment-grade securities. The objective is to outperform the Bloomberg Municipal Bond Index by actively managing the four key elements of total return: security selection, sector rotation, duration management, and yield-curve positioning.

Competitive advantages

Team

Independent thinking and discipline

A large, seasoned team of municipal fixed income analysts is supported by compliance and portfolio analytics systems.

Brand Idea

Collaboration across asset classes

The team can use taxable fixed income analysts to gain intelligence on corporate bonds.

Gears

Flexible but uncompromising

The team has the willingness and ability to move down in credit without compromising the investment process.

Our team
Meet the investment team

Investment success results from disciplined return-enhancement strategies balanced with prudent risk management.

Contact Us

We look forward to helping you with your investment needs