CORE INCOME STRATEGY
INCOME ORIENTED
1.95% ANNUALIZED FROM
11/3/21
The above data is based upon the average annual returns since 12/31/12. Past performance is not a guarantee of future results. Results listed are as of
7/31/24.
Results are based on data produced using outsourced portfolio management software that is fed directly by the clearing bank.
YTD - 07/31/24 - 1.01%
1 year - 4.58%
3 year - NA
5 year - NA
The above data is based upon the composite average annual returns since 11/3/21 net of fees. Past performance is not a guarantee of future results. The results listed are as of 7/31/24.
This program combines aspects of a traditionally managed laddered portfolio with active management. Client accounts will be invested with the majority of the portfolio constructed to maximize tax exempt income on both the Federal as well as the State and local level. Securities held in this portfolio are included but are not limited to higher coupon with short call features known as "kicker" or "cushion" bonds. These bonds provide additional yield to the investor but trade at a significant premiums above par ($100). Client portfolios are also traded when available to maximize tax efficiency by harvesting tax losses that can be utilized to offset capital gains.
This data is based upon the composite average annual returns since the 1/1/2022 strategy inception date. Past performance is not a guarantee of future results.
The Bloomberg Municipal Index measures the performance of the Bloomberg U.S. Municipal bond market, which covers the USD- denominated Long-Term tax-exempt bond market with four main sectors: state and local general obligation bonds, revenue bonds, insured bonds, and pre-refunded bonds.
AH Williams portfolios have the ability to invest in AMT bonds as well as taxable municipal securities.
AH Williams Core portfolio was introduced in January to accommodate and compliment Northstar Financial Companies clients and others seeking a more traditional non levered portfolio.
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