Intermediate Term Taxable Strategy Details 4Q19

Moderate Term Taxable Strategy Details 4Q19

Short Term Taxable Strategy Details 4Q19

Core Municipal Strategy Profile 4Q19

The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over an intermediate to. . . .

Intermediate Term Municipal Strategy Profile 4Q19

The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over an intermediate investment. . . .

Moderate Term Municipal Strategy Profile 4Q19

The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over a short to. . . .

Cash Management Strategy Profile 4Q19

Our cash management investment strategies take into account a client’s liquidity concerns, tax issues, and operating requirements.

Core Agg Taxable Strategy Profile 4Q19

The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly total returns over an intermediate to long. . . .