Personalized Separate Account Management
We offer financial advisors and their clients a comprehensive range of high quality fixed income separate account capabilities.
True Solutions, Not Off-the-Shelf Products
Our commitment to customization is derived from our firm’s wealth management roots. Working with financial advisors, we manage separate account portfolios designed to meet individual client needs.
All our strategies seek to tax-efficiently preserve and grow capital with disciplined management of liquidity, interest rate, and credit risks. Our fixed income expertise incorporates tax-exempt, taxable, and municipal crossover disciplines.
We offer financial advisors an accessible, hands-on approach, and through our dedication and attention to detail, we are able to deliver the highest quality of service.
Lori J. Nazzaro
Assistant Vice President / Senior Operations Manager