Municipal Bond Forum
Munis don’t need managing
Q
I appreciate your articles on muni bankruptcies. They are very timely for me. My investment advisor (broker) is starting to recommend that I put my muni portfolio under the management of a firm specializing in the bond market. What is your advice?
A
James A. Klotz responds:
Although we specialize in municipal bonds, we have never felt it appropriate to charge investors for managing securities that we don’t believe need managing.
We assist our clients in selecting the appropriate securities to enable them to employ a buy-and- hold strategy. If we can assist you in analyzing your municipal bond holdings, please contact us.
Start here.
Do you have specific criteria for bonds you’re looking for? Let us know and we’ll e-mail you bonds that fit your needs. There is no charge for this service.
This report is produced solely for informational purposes and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. This report is based on information obtained from sources believed to be reliable but no independent verification has been made, nor is its accuracy or completeness guaranteed.