Advantage

What Distinguishes SMC FIM

Investment Experience

Our investment professionals have an average of over 25 years of experience in the municipal asset class. Client portfolios are managed by a senior team of municipal market professionals.

Customization

The separately managed account structure provides the flexibility to comply with each client’s specific investment policy guidelines. Each of SMC FIM’s strategies can be tailored to meet individual client needs.

Credit Research

The municipal market is comprised of multiple sectors consisting of 80,000 issuers at both the state and local levels. SMC FIM believes providing diligent credit research is critical to enhancing value and preserving principal in this complex marketplace.

Active Portfolio Management

SMC FIM is unique in that portfolio management and trade execution are combined in a single portfolio manager role, which provides for real-time decisions based on credit analysis and market conditions. Additionally, SMC FIM maintains relationships with a large network of national and regional brokerage firms, providing access to institutional pricing, greater access to bond inventory and enhanced liquidity.