Investment Overview

Managed for after-tax total return
Customizable Investment Solutions — Credit and Duration
Smart Beta + Active Management
-Core Municipal Market Exposure
-Alpha Added from TABS Security Selection
TABS Crossover Trade

Portfolio Construction

Quantitative approach to structuring portfolios
Structured to seek high risk-adjusted income
Portfolio optimized for after-tax total return

Investment Team

Jim Evans, CFA, Director of Tax-Advantaged Bond Strategies (TABS)
33 years of industry experience
26 years at Eaton Vance
BS, Cornell University
Brian Barney, CFA, Director of Institutional Portfolio Strategies
15 years of industry experience
15 years with Eaton Vance
BS, University of Virginia
Christopher Harshman, CFA, Vice President and Portfolio Manager
13 years of industry experience
7 years with Eaton Vance
BS, University of Florida
MBA, University of Rochester
Devin Cooch, CFA, Vice President and Portfolio Manager
8 years of industry experience
8 years with Eaton Vance
BA, Bucknell University

Benchmark

Bloomberg Barclays Managed Money Municipal Bond Index (7-20 Years)