Nuveen is one of the largest providers of municipal bond separately managed accounts 1, providing clients with access to the expertise of a leading portfolio management team with the flexibility to …

Dec 1, 2025 · Trusted partners Franklin Templeton Fixed Income and Western Asset Management As one of the largest US municipal bond managers, Franklin offers a full suite of tax-free solutions, …

Oct 1, 2024 · Since 1984 Bernardi Securities has specialized in municipal bond portfolio management and public finance. The firm provides customized separate account portfolios and other strategies.

Dec 4, 2025 · With our Municipal Portfolio Framework and proprietary 360 Evaluator tool, you can see how we’re building municipal bond portfolios for today’s market and tailor allocations to meet your …

From personalizing portfolios to meet client preferences to tech generated tax-loss harvesting, AB seeks to build better outcomes through customization of high-quality targeted duration and ladder portfolios. …

GW&K is a recognized market leader and pioneer in municipal bond investing having managed portfolios for clients since our founding in 1974. Our investment approach is active, flexible, and …

One Oak is committed to your unique fixed-income needs through our tailored municipal bond portfolios. One Oak optimizes cash flows and maturities around financial goals. Each bond portfolio is managed …

Our fixed income investment team has designed active strategies that cover the municipal, corporate and preferred asset classes. Our experienced portfolio management team uses advanced …

Since our founding in 1989, Asset Preservation Advisors (APA) has specialized in delivering the highest level of customization and active management of municipal bond portfolios for registered investment …

SMC Fixed Income Management (SMC FIM) is a municipal bond advisor and manager that provides customized municipal portfolios for individuals, trusts and estates through its Separately Managed …