Has anyone used Bellhaven or Schwab's Wasmer Schroeder group to build out or manage a municipal bond portfolio? Just wondering if anyone had any experience with either. Thanks in advance.

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Wasmer Schroeder | Retail Actively Managed | Charles Schwab

I have not used Belle Haven, but did conduct due diligence on them 6 or 7 years ago. Generally was impressed, didn't turn up any clear concerns. They simply didn't improve upon other options was already using, so need need to switch horses.

Have not paid attention to them since, so may not be a view that would still hold.

Thanks Casey. Would you mind sharing who you currently use?

Eagle Asset Mgmt and PIMCO primarily, when needing a fixed income SMA. Both have managers that give a lot of latitude in customization.

Thanks!