Municipal Asset Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Municipal Asset Management Inc. manages separately administered fixed‑income portfolios for a limited number of high‑net‑worth individuals and institutional clients, including corporate pension and profit‑sharing plans, Taft‑Hartley plans, trusts, endowments, foundations, and state and local government agencies. As disclosed in the firm brochure, all client assets were managed on a discretionary basis and totaled about $112.8 million as of 12/31/25 across roughly 21 client relationships.
The firm’s investment approach is grounded in fundamental economic and relative‑value analysis and is implemented through active bond management, including duration management, yield‑curve positioning, sector and intra‑sector selection, and transaction timing and execution. Portfolios are designed to reflect each client’s written investment guidelines and risk profile and may include long‑term holdings, short‑term purchases, or trading strategies depending on objectives.
Compared with many peers, Municipal Asset Management concentrates on separately managed bond accounts for a small client base, which the firm uses to tailor fixed‑income strategies to specific mandates. The brochure notes several operational distinctions: the firm does not charge performance‑based fees, does not vote proxies for clients, does not receive soft‑dollar benefits, and selects brokers with an emphasis on best execution while not compensating third parties for client referrals.
Client services
Expertise
Fee options
Fixed fees negotiable per agreement
$0 - $300,000: 1.000% $300,001 - $600,000: 0.875% $600,001 - $1,000,000: 0.625% $1,000,001 - $3,000,000: 0.500% $3,000,001 - $8,000,000: 0.500% $8,000,001 - $18,000,000: 0.400% $18,000,001 - $28,000,000: 0.350% $28,000,001 - $53,000,000: 0.300% $53,000,001 - $103,000,000: 0.290% $103,000,001+: 0.280%
Negotiable hourly fee as stated in agreement
Fee-only: Fixed fees and hourly fees negotiable per agreement
Main office
3 International Drive, Suite 100
Rye Brook NY 10573
Advisors at this office
3
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Marcy M
Series 65
Rye Brook, NY
Municipal Asset Management Inc
Marcy Mashioff is a financial advisor at Municipal Asset Management Inc. with four years of industry experience. She holds a Series 65 designation and is based in Rye Brook, NY. Municipal Asset Management Inc. provides discretionary portfolio management to high net worth individuals and institutional clients, focusing on fixed-income securities through separately managed bond portfolios tailored to client goals and restrictions. The firm employs fundamental economic and relative-value analysis to support active portfolio management across various strategies and maintains a small client base to deliver highly customized fixed-income solutions.
Vivian D
Series 65
Rye Brook, NY
Municipal Asset Management Inc
Vivian Dean is a financial advisor at Municipal Asset Management Inc. with four years of industry experience and holds a Series 65 designation. Municipal Asset Management Inc. provides discretionary portfolio management to high net worth individuals and institutional clients, focusing on fixed-income securities through separately managed bond portfolios tailored to client goals and restrictions. The firm employs fundamental economic and relative-value analysis to guide active portfolio management across various trading strategies, maintaining a small client base for highly customized fixed-income solutions.
David M
Rye Brook, NY
Municipal Asset Management Inc
David Montaquiza is a financial advisor at Municipal Asset Management Inc with 4 years of industry experience. He has been associated with Municipal Asset Management Inc since 1998. Municipal Asset Management Inc provides discretionary portfolio management primarily focused on fixed-income securities to high net worth individuals and institutional clients. The firm employs fundamental economic and relative-value analysis to deliver customized bond portfolios aligned with clients’ goals and risk profiles.
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