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Company Overview

Municipal Asset Management (MAM) is an independent, fixed income portfolio management and investment advisory company. MAM was incorporated in 1993 and is a registered investment advisor with the SEC.

MAM provides investment advisory and fixed income portfolio management services to a select group of clients whose portfolios total in excess of $116 million. Our clients include:

  • Corporations
  • Unions
  • Foundations
  • Endowments
  • Public agencies
  • Not-for-Profit organizations
  • Trusts
  • Estates
  • Select high net worth individuals.
    Our experience working with government and corporate entities enhances our investment perspective and heightens our awareness of current issues that affect the fixed income markets.

    For many firms, bonds are an afterthought, or merely a small fraction of their overall business. At MAM, bonds are our business. Our professionals are experts in fixed income securities and have over 60 years of combined experience in the areas of money management, investment and financial consulting, trading and underwriting, and economic forecasting. As markets can be volatile and dynamic, we continuously balance fundamental economic analysis with market insight and agility to achieve superior returns for our clients.

    At MAM, we strive to provide our clients with superior investment management services. All bond portfolios are individually managed to suit specific goals and needs. We work closely with our clients to first understand their risk profile, investment mandates, and investment objectives, and only then do we invest accordingly. Our goal is to achieve superior performance results through the active management of assets that adheres to client investment guidelines and risk parameters.

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