Customized Tax-Free Municipal Bond Portfolios

CIientFirst provides cost-effective, customized, tax-free municipal bond portfolios free of federal income taxation. If you pay state income, we can build a portfolio with state-specific issuers to avoid state income tax as well. We only use investment-grade bonds. Typical examples are school bonds, water bonds, sales and use tax bonds, general obligation bonds, capital improvement bonds as well as hospital bonds. This approach also supports your home state instead of supporting issuers in other states.

Income from out-of-state municipal bonds -- including any bond funds or exchange-traded funds (ETFs) that hold them -- is typically subject to state income tax. These products impose internal operating expenses. And once advisory fees are layered on, there may not be much meat left on the bone for you.

CLICK HERE TO SEE A SAMPLE PORTFOLIO

Although this portfolio was customized for an Arkansas resident, we can customize a bond portfolio for you regardless of where you reside. 

_{Disclosure:
This presentation is for informational purposes only and is not intended as an offer, solicitation, or recommendation to buy or sell any security, or as a recommendation of any investment strategy or advisory service. The portfolio shown is a sample based on a specific client’s goals and objectives and is presented solely to illustrate the type of periodic reporting we provide to clients.
Tax treatment of municipal bond income varies by state and individual circumstances. While interest from Arkansas municipal bonds may be exempt from Arkansas state income tax, it may not be tax-free for residents of other states. Prospective clients should consult with a tax professional to understand how such investments may apply to their personal tax situation.
Portfolios are individually managed and results will vary. No inference should be drawn that any client account will achieve similar results. Past performance is not indicative of future results.}