Clinton Investment Management (CIM) focuses on actively managing municipal fixed income portfolios to maximize after-tax returns while seeking consistent yields and reducing volatility. CIM uses a research-based, diversified investment process considering duration, sector allocation, and security selection. CIM provides investment management services to individual and institutional investors through separately managed accounts. CIM does not provide financial planning, estate planning, or insurance planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.60% |
| $5M+ | 0.37% |
These rates apply to Municipal Market Duration, Municipal Intermediate Duration, Municipal Short Duration, and Taxable Market Duration strategies. The Municipal Credit Opportunities strategy charges 0.85% of AUM. Fees and account minimums may be negotiable.