A complete list of active advisors currently associated with Municipal Asset Management Inc

Warmer can help you find a great advisor at Municipal Asset Management Inc or one who fits your needs even better.

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.

To learn more about the advisors currently working at Municipal Asset Management Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

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