Reliable. Prudent. Tax-Smart.
Overview
The ELITE Tax-Free Income Sleeve is designed to maximize after-tax income by allocating to managers and strategies focused on municipal bonds and other tax-advantaged vehicles. With an emphasis on high credit quality and disciplined risk management, this sleeve offers a consistent source of income while enhancing overall portfolio tax efficiency.
What Sets SMART Apart
After-Tax Focus – Seeks to optimize income by prioritizing tax-advantaged structures such as municipal bonds.
High Credit Quality – Concentrates on investment-grade issuers to reduce default risk.
Risk-Aware Design – Emphasizes capital preservation while generating reliable income streams.
Tax Efficiency – Complements core fixed income by reducing investors’ overall tax burden.
Role in the Portfolio
The Tax-Free Income Sleeve provides a tax-smart anchor for income-oriented investors. By blending credit quality with tax-advantaged vehicles, it strengthens portfolio income while improving overall efficiency—particularly valuable for high-net-worth clients in higher tax brackets.
Ideal Client Fit
High-net-worth investors seeking maximized after-tax income
Clients in higher tax brackets who value tax-advantaged structures
Advisors building conservative, income-generating portfolios with tax efficiency in min