Long Duration Fixed Income

The strategy seeks long-term preservation of capital and current income through the construction of a high-quality portfolio of intermediate to long duration tax exempt securities.

Long Duration Municipal

The strategy seeks long-term preservation of capital and current income through the construction of a high-quality portfolio of intermediate to long duration tax exempt securities.

Municipal Fixed Income

The strategy seeks preservation of capital through the construction of a high-quality portfolio of short to intermediate duration tax exempt securities.

Taxable Fixed Income

The strategy seeks to provide preservation of capital and current income through the construction of a high-quality portfolio of short to intermediate duration taxable securities.

Taxable Fixed Income B

The strategy seeks to maximize current income and capital preservation by investing in a diverse portfolio of various fixed income ETFs.

Office Closure Notice: New Year's Day

In observance of New Year’s Day, our office is closed today.

The NYSE is closed in recognition of this federal holiday.

We will resume regular business hours on Friday, January 2nd, 2026.

Thank you for your understanding as we take this time to celebrate the start of a new year and the opportunities it brings.

Office Closure Notice: Christmas

In observance of Christmas, our office will close at 1:00 PM today in accordance with the early market closure by the NYSE.

Our office will also be closed on Thursday, December 25th, 2025.

We will resume regular business hours on Friday, December 26th, 2025.

Thank you for your understanding as we take this time to celebrate the holiday season.

Office Closure Notice: Thanksgiving

In observance of Thanksgiving, our office is closed today.

In addition, our office will also close at 1:00 PM on Friday, November 28th, 2025, in accordance with the early market closure by the NYSE.

We will resume regular business hours on Monday, December 1st, 2025.

Thank you for your understanding as we take this time to express gratitude and celebrate with our families.

Office Closure Notice: Labor Day

In observance of Labor Day, our office is closed today.

The NYSE is closed in recognition of this federal holiday.

We will resume regular business hours on Tuesday, September 2nd, 2025.

Thank you for your understanding as we take this time to celebrate the dedication and contributions of workers who build and sustain our communities and nation.

Office Closure Notice: Independence Day

In observance of Independence Day, our office will closed at 1:00 PM today in accordance with the early market closure by the NYSE.

Our office will also be closed on Friday, July 4th, 2025.

We will resume regular business hours on Monday, July 7th, 2025.

Thank you for your understanding as we take this time to honor our nation’s independence and reflect on the enduring principles of liberty and unity that bring us together.

Office Closure Notice: Juneteenth National Independence Day

In observance of Juneteenth National Independence Day, our office is closed today.

The NYSE is closed in recognition of this federal holiday.

We will resume regular business hours on Friday, June 20th, 2025.

Thank you for your understanding as we take this time to reflect on the importance of this historic day and its significance to our shared journey toward justice and equality.

Office Closure Notice: Memorial Day

In observance of Memorial Day, our office is closed today.

The NYSE is closed in recognition of this federal holiday.

We will resume regular business hours on Tuesday, May 27th, 2025.

Thank you for your understanding as we join the nation in remembering the brave men and women of the armed forces who made the ultimate sacrifice in service to our country.