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Lebenthal Municipal Income

The Lebenthal Municipal Income strategies are led by Greg Serbe who has over 40 years of experience and intellectual capital in the municipal bond market.

Greg and his team view municipal bonds as the more profound, core part of an individual’s investment portfolio. This philosophy guides the team’s overall defensive and conservative investment process. Portfolios consist of both national and single state tax exempt municipal investment grade bonds and are managed for total return over the rate cycle, while attempting to minimize risk. Each portfolio is completely customized and risk-managed to individual requirements.

A buy-and-hold, diversified investment strategy is also followed, except when the team determines that there is an opportunistic situation in the municipal bond market that will benefit the investor.

Each bond selection undergoes extensive credit considerations, and each portfolio is meticulously customized to meet individual investor’s risk tolerance, cash flow requirements, financial situation, tax circumstances and life goals.

 

Strategies:

Tax-Free Ultra Short Duration Bond

Tax-Free Intermediate Duration Bond

Taxable Intermediate Duration Bond

Custom Duration Bond

  • Please click here for more information regarding US Municipal Bond Strategies.

 

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