The Municipal Fixed-Income Fund | SWBC

The Municipal Fixed-Income Fund

Focusing on niche investment strategies often overlooked by larger mutual fund companies, a Municipal fixed-income strategy is designed to bridge the gap between capital preservation and the growth needs of investors. The Municipal Opportunities Fund is an open-end, tax-exempt mutual fund with a true fixed-income hedge overlay.

The Municipal bond portion of the fund consists of a non-constrained, opportunistic strategy designed to capitalize on the many inefficiencies that frequently arise in the Municipal bond market and related structured products, such as municipal closed-end funds. The overall strategy is designed to seek alpha in both rising and falling interest rates.

In an environment where investors are concerned about volatile interest rates, this fund is an innovative product which can add a layer of protection to the portfolio not previously possible for non-qualified investors and offers qualified investors a low-cost alternative to portfolio protection.

Help Your Clients Navigate Ever-Changing Global Financial Marketsand Generate Tax-Free Income

Seeks a federally tax-exempt income stream using the full spectrum of available federally tax-free securities and products.
Uses a proven quantitative strategy to create an interest rate and credit overlay.
Offers diversification away from mega muni funds.
Contact us to invest in the fund today!

MEET THE FUND MANAGERS

John Tuohy

John Tuohy is CEO of SWBC Investment Services, LLC, a Broker/Dealer and SWBC Investment Company, an SEC Registered Investment Advisor (RIA). In his role, John is responsible for identifying, developing, and executing the division's strategic plan and all business development, sales, and marketing activities.

Roberto Roffo

Roberto Roffo is a Managing Director and Lead Portfolio Manager for SWBC Investment Company. He has extensive experience in managing many types of funds and strategies and over his career has been part of teams that have been responsible for raising over $50 Billion in tax-exempt and taxable fixed income assets.

Contact Us

Mega Menu Insert

subMenu3 Content Insert | 3 Columns

subMenu16 Content Insert | 1 Columns

subMenu18 Content Insert | 1 Columns

subMenu15 Content Insert | 1 Columns

subMenu14 Content Insert | 1 Columns

subMenu13 Content Insert | 2 Columns

subMenu4 Content Insert | 3 Columns

subMenu9 Content Insert | 1 Columns

subMenu17 Content Insert | 1 Columns

subMenu12 Content Insert | 3 Columns

subMenu11 Content Insert | 1 Columns

subMenu5 Content Insert | 1 Columns

subMenu8 Content Insert | 1 Columns

subMenu10 Content Insert | 1 Columns

subMenu2 Content Insert | 3 Columns

subMenu6 Content Insert | 1 Columns