The Ultra-Short Term Municipal strategy is an actively managed strategy appropriate for investors seeking a hedge against rising interest rates. The goal of the strategy is to generate higher income compared to tax-free money market funds. The strategy consists of fully discretionary, separately managed account (SMA) portfolios. The strategy invests primarily in municipal bonds exempt from federal income taxes.
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For more information find our strategies on Envestnet or Morningstar
Data as of 06/30/2022