Here are some bond portfolio possibilities with Atlantic Financial:
Current Income Portfolios
The objective of this portfolio is to provide tax-except income[a] that can be used for living expenses. We construct a well diversified portfolio with respect to credits and maturities.
The objective of this portfolio is to fund a future goal such as a college education or retirement. Atlantic Financial creates diversified portfolios that reinvests all coupon income and capital appreciation to fund the objective.
Total Return Portfolio
The objective of this portfolio is to maximize investor returns over a period of time from both income and capital appreciation.
For more information about our municipal bond portfolios or to have us answer any questions you may have please email us (please be sure to include your name and phone number in your email), or contact us
Tax sensitive investing may not provide as high a return as other investments before consideration of federal income tax consequences. [b]
Bonds contain interest rate risk (as interest rates rise bond prices usually fall); the risk of issuer default; and inflation risk. The municipal market is volatile and can be significantly affected by adverse tax, legislative, or political changes and the financial condition of the issuers of municipal securities. Interest rate increases can cause the price of a debt security to decrease. A portion of the dividends you receive may be subject to federal, state, or local income tax or may be subject to the federal alternative minimum tax. A portion of the funds income may be subject to state taxes, local taxes and the federal alternative minimum tax. Type of Portfolios We Create | Portfolio Real Life Examples | Municipal Bonds FAQ | Tax-Table / Credit Ratings Table