High Net Worth Municipal Bond Program
This exclusive program is designed to help investors
with large portfolios to 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 including the income-flow
analysis, yield analysis, coupon analysis and more.
Our past municipal bond underwritings include:
Development Authority of Clayton County, GA
Development Authority of Coweta County, GA
Development Authority of Crawford County, GA
Development Authority of Peach County , GA
Medical Clinic Board, City of Montgomery, AL
Savannah Economic Development Authority
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