We construct tax efficient portfolios. The majority of our high-quality fixed income exposure comes from thoughtfully selected tax-exempt municipal bonds.
We minimize portfolio costs by managing most of our municipal bonds in-house. We don’t add markup fees or commissions and we focus on small lots for improved pricing.
We take advantage of strategic opportunities in the marketplace by working with experienced managers in the high yield, corporate, and international bond markets. These managers strive to earn excess returns above their benchmarks and add meaningful alpha to investor portfolios.
This material is published solely for the interests of clients and friends of Sentinel Trust Company, LBA. The material is not intended to be used as investment advice, nor should it be construed or relied upon, as an offering of investment advisory services or investment management services, or an offer to sell or solicitation of an offer to buy any securities or related financial instruments. Our Client Service and Investment teams are available to assist our clients and to develop strategies specific to their individual needs and factual circumstances. The opinions expressed are those of the individual author.