Overview
AMI's Tax-Exempt Fixed Income strategy is designed to deliver strong after-tax returns through a disciplined focus on capital preservation, liquidity, and predictable cash flow. We actively manage portfolios to maximize risk-adjusted performance, investing in bonds backed by clear and stable revenue streams. We emphasize sectors such as Mello-Roos special tax bonds and essential service revenue bonds like water and sewer, where inefficiencies create opportunities for higher current income. With a combination of fundamental, bottom-up security selection and top-down risk management, we build customized portfolios tailored to each client’s unique objectives while maintaining a strong commitment to quality and transparency.
