RSW Investments specializes in managing municipal bond portfolios. Most clients are referred through wrap-fee programs or other financial institutions. RSW focuses on maximizing after-tax total return while managing risk through coupon selection, yield curve targeting, and portfolio duration adjustments. They offer Market Duration, Low Duration, and Enhanced Intermediate Duration portfolios, which can be customized based on client objectives and risk tolerance.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.30% |
| $500K - $5.0M | 0.25% |
| $5M+ | 0.20% |