Riverbend’s “Forensic Analysis” of Municipal Bond Portfolios  

Through detailed reviews of prospective clients’ portfolios, our muni bond specialists can expose potential problem spots and position advisors to recommend opportunities for enhancement.

Common “smoking guns” in investors’ portfolios:

• Hidden fees
• An inappropriate mix of in- and out-of-state bonds that results in sacrificed yield
• Unrealized opportunities to harvest tax losses
• Unnoticed credit deterioration