Consulting

Registered Investment Advisors

MuniCrest offers its expertise to other registered investment advisors whose primary focus is on something other than fixed income assets - namely equities. Many equity firms' fixed income holdings are beginning to reach a critical mass and they have the need for more focused expertise. These firms can contract with MuniCrest to manage their holdings on either a discretionary or non-discretionary basis. In essence, we can be a turn-key fixed income department.

Trusts

Similarly, MuniCrest offers its services to trust companies who lack the time and resources to follow the municipal markets on a day-to-day basis. We perform portfolio reviews, offer strategy and trade ideas, and perform credit analysis on portfolios to those firms that need expertise but may not have the resources to staff a full time position.

Broker/Dealers

At MuniCrest, we know that there are times when investment generalists, such as retail representatives or high net worth account executives at brokerage houses need the assistance of a hands-on specialist in order to add value to their account base. At MuniCrest, we have a tailor made program for non-discretionary high net worth accounts where we review existing individual accounts, and recommend value-added portfolio restructurings based on our analysis. The account executive uses our analysis as a catalyst for informed interaction with their clients, and as the basis for improved portfolio structure.