Intermediate Term Taxable
The Intermediate Term Taxable strategy is an actively managed strategy appropriate for investors seeking current taxable income and capital preservation. The goal of the strategy is to produce superior risk adjusted returns relative to the Bloomberg Barclays U.S. Government/Credit Intermediate Index. The strategy consists of fully discretionary, separately managed account (SMA) portfolios and holds mostly taxable securities.
|Certificates of Deposit||2.36%|
Portfolio Management Team
For more information find our strategies on Envestnet and Morningstar
Data as of 3/31/2020