MuniCrest Investment Management Company is an SEC registered investment
advisor and consulting firm founded in 2000 that specializes in the
municipal bond market. We are a boutique investment management firm that seeks out those
firms and individuals who value investment expertise first and foremost, but
also believe that client service is of utmost importance. Our
success is based on effectively managing asset portfolios and building
partnerships based on trust.
Our services are best suited for institutions who are
looking to optimize total return and after-tax yield and individuals who desire institutional caliber expertise brought
to bear on their personal portfolios. The municipal bond market is a specialty
asset class with unique challenges and opportunities. Your municipal
allocation should be managed by a team of specialists, not by a
jack-of-all-trades.
Our core investment style
is based on the premise that superior long-term after-tax returns are
achieved through the prudent and active management of interest rate
risk, yield curve risk, and credit risk in the context of each client's
goals and objectives. We strive to be more quantitative than the average
investor, and utilize proprietary analytics that help us measure and
manage risk.
MuniCrest is a
majority owned subsidiary of
Boston Hill Advisors, a federally
registered, independent, and fee-only investment advisor to hundreds of individuals, families, small businesses and charities.