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.

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.