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High Net Worth Municipal Bond Program
This exclusive program is designed to help investors
with large portfolios of municipal bonds take full advantage of
one of the few remaining tax shelters.
The centerpiece of the program is a complete
analysis of your holdings, provided each quarter as a series of
reports. The Income-Flow Analysis, for example, includes a breakdown,
by month and by bond, of the income generated by your portfolio.
The Maturity Alert Report shows bonds that will be maturing in the
next 30, 60, and 90 days, to assist you and your Financial Consultant
in planning. Additional reports include yield analysis, coupon analysis,
and more.
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