| NASDAQ Exchange | United States Country |
The company specializes in managing a Portfolio focused on municipal bonds that offer the advantage of income exemption from regular federal personal income tax. It operates under certain market conditions, primarily allocating its investments to make sure at least 80% of its sum of net assets, along with any borrowings intended for investment purposes, is invested in these tax-exempt municipal bonds. This strategic approach is designed to cater to investors seeking to optimize their after-tax returns on investments by capitalizing on bonds that offer favorable tax treatments.
The company's investment portfolio provides a range of services geared towards optimizing tax-free income through municipal bonds, which includes: