Intermediate Term Taxable

Strategy Overview

The Intermediate Term Taxable strategy is an actively managed strategy appropriate for investors seeking current taxable income and capital preservation.  The goal of the strategy is to produce superior risk adjusted returns relative to the Bloomberg Barclays U.S. Government/Credit Intermediate Index. The strategy consists of fully discretionary, separately managed account (SMA) portfolios and holds mostly taxable securities.


Average Maturity 8.30
Modified Duration 4.89

Sector Allocation

Taxable Municipals 86.63%
Cash 5.50%
Treasury/Agency 5.13%
Preferred/Income Equities 2.10%
Corporates 0.36%
Certificates of Deposit 0.27%

Portfolio Management Team

Tom Bernardi, CFA | 10 years of industry experience
John Tranas | +20 years of industry experience

For more information find our strategies on Envestnet and Morningstar

Data as of 06/30/2021