Municipal Bond Forum
Munis don’t need managing
Q
I appreciate your articles on muni bankruptcies. They are very timely for me. My investment advisor (broker) is starting to recommend that I put my muni portfolio under the management of a firm specializing in the bond market. What is your advice?
A
James A. Klotz responds:
Although we specialize in municipal bonds, we have never felt it appropriate to charge investors for managing securities that we don’t believe need managing.
We assist our clients in selecting the appropriate securities to enable them to employ a buy-and- hold strategy. If we can assist you in analyzing your municipal bond holdings, please contact us.
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Do you have specific criteria for bonds you’re looking for? Let us know and we’ll e-mail you bonds that fit your needs. There is no charge for this service.
The responses provided in this forum are meant to address specific questions posed by investors about their municipal bonds and to provide market insight for our general audience. Please note, your investments, objectives, results and experience may differ significantly. Our answers and any potential strategies discussed should not be construed as a solicitation to buy nor sell any security or investment product. All investing entails risk.