Fixed Income

Lebenthal Asset Management manages both taxable and tax-exempt fixed income portfolios.

Municipal Bond Portfolios

Lebenthal Asset Management offers customized investment grade municipal bond portfolios. Each portfolio is tailored to the client based upon their risk tolerance, cash-flow requirements, and tax considerations. Portfolios are managed for total return and seek to achieve both capital appreciation and preservation while minimizing risk. In evaluating municipal bonds, the Portfolio Manager considers individual issuer credit risk, changes in the shape of the yield curve, call features, changes in the various specific sectors of the municipal bond market, and expectations of future economic activity.

— Portfolio Manager: Gregory W. Serbe

Lebenthal Asset Management - Municipal Bonds

Gregory W. Serbe

Robert Morgan
Vice President