Expanding the Boundaries of Fixed-Income Investing by Elevating Taxes as a Crucial Element of Customization


As investing has grown increasingly personalized, separately managed accounts (SMA) have become a trusted vehicle for customized solutions to meet a client’s unique objectives. Up to now, when looking for personalized fixed-income solutions, advisors have considered key factors such as income needs, liquidity requirements, investment horizon, credit tolerances, and personal values. However, it’s not about what you earn; it’s about what you keep.

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