Quality Tax-Free Approach

The Haverford tax-free municipal strategy focuses on creating portfolios designed to enhance after-tax returns while preserving both capital and income in dynamic market environments. Through our portfolio construction process we:

• Seek municipal securities which exhibit strong economic fundamentals (investment grade), supportive structural characteristics (call and coupon) and rational valuations.
• Utilize industry credit ratings only as indications of quality. We monitor market prices as a parallel system and precursor of quality changes.
• Implement various tax strategies in an attempt to provide each client with enhanced after-tax returns.

For specific products, visit our Quality Tax-Free Products page.