Genoa Asset Management has four individual bond strategies available to investors. The strategies can be customized to meet specific client needs and objectives.

Tax-Free Strategies

Intermediate Municipal Bond > Learn More

The Strategy seeks income and total returns through customized portfolios of high-grade, tax-exempt municipal bonds. Portfolios are actively managed to optimize the combination of income, appreciation potential and risk management. Each portfolio is customized to the needs of the investor.

Enhanced Municipal Bond Ladder > Learn More

The Strategy seeks to provide consistent cash flow and reinvestment opportunities through enhanced laddered portfolios of high-grade, tax-exempt municipal bonds. The managers customize each portfolio for the yield and liquidity requirements of the investor. Strategic allocations complement each bond ladder to enhance yields or mitigate volatility.

Enhanced Income Municipal > Learn More

The Enhanced Income Municipal strategy is a boutique fixed income solutions that invests in callable municipal bonds with higher than typical yields due to the markets inability to assess the likelihood of a call event. Led by 40-year industry veteran, Jud Hennessy, the Genoa team has in-depth knowledge of the municipal bond market. The team evaluates each bond and its issuer and purchases only bonds they believe are less likely to be called.

Taxable Strategies

Opportunistic Income > Learn More

The Strategy seeks to maximize total return, including both income and appreciation, by identifying undervalued and opportunistic sectors and securities in the US fixed income markets. The Strategy utilizes a “go anywhere” domestic approach to seek higher levels of total return compared to sector-specific or target-duration strategies.

Quality Income > Learn More

The Strategy seeks enhanced income and total returns primarily in high grade US taxable bonds. The Strategy is designed for investors seeking yield and total returns from a portfolio of carefully selected bonds from financially strong issuers.

Transition Portfolios

Genoa also specializes in transition portfolios. If you have an existing portfolio containing individual bonds, we will provide a transition analysis to show how we will seek to improve the portfolio by either holding some legacy positions or transition the positions to best benefit the client.