Haddonfield, NJ—August 25, 2025— AH Williams & Co announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for 2Q 2025. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
AH Williams CorePlus municipal bond strategy seeks to combine tax free income with active proprietary trading the objective being enhancing total return.
“We are delighted to be recognized as a best-in-class manager. Our performance reflects our specialization, focus, and decades of experience in the municipal securities marketplace” says Glenn Williams, President.
Through a combination PSN’s proprietary performance screens, the PSN Top Guns List ranks products in six proprietary categories in over 75 universes based on continued performance over time.
AH Williams’s CorePlus strategy was named in several Top Gun rating categories including:
1* Star category: Municipals Universe meaning it had one of the top ten returns for the quarter in their respective strategy.
2**Star category: Municipals Universe / US Fixed Income Universe/ Long Maturity Universe meaning it had one of the top ten returns for the one-year period in their respective strategy.
3 ***Star Category: Municipals Universe/ US Fixed Income Universe/ Long Maturity Universe meaning it had one of the top ten returns for the three-year period in their respective strategy.
4**** Star category: CorePlus had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the 4 Star Top Guns.
CorePlus portfolios are actively managed, combining aspects of traditionally managed portfolios overlaid with a total-return strategy. The total-return component of client accounts may employ leverage to generate alpha, complementing CorePlus' generation of high levels of income. Short term trading strategies can both decrease the amortization of core holdings as well as promote portfolio growth, enhancing return potential. The combined investment strategies provide the potential for both yield and performance in a "blended" return.
The complete list of PSN Top Guns and an overview of the methodology can be located at: https://psn.fi.informais.com/. Registration is required.
AH Williams & Co employs expertise in institutional-level trading to create an alternative way to invest in municipal bonds. By using active management and margin accounts clients participate in trades that many traditional fixed income managers are not able to replicate. A.H. Williams & Co separately
managed account (SMA) programs are specific to each client’s investment objectives and risk profile, because each account is held directly by each individual client.
About PSN
For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Robby Resendez at PSNdata@informais.com.