Tax-Advantaged (Cash to Short/Intermediate-Term)

Wells Capital Management offers a broad range of tax-advantaged short-duration composites. Through a consultative approach, the firm's WFAM Short Duration Fixed Income team will review and establish investment guidelines and benchmarks consistent with a client's risk tolerance and return objectives.

The team then employs a disciplined approach, actively managing the key factors that drive performance, with an emphasis on credit research and risk management in the construction of customized portfolios with a focus on client needs. Municipal bonds can offer superior risk-adjusted, tax-equivalent yields versus taxable alternatives.

Strategy details

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