THE CROSSOVER STRATEGY

A fixed income investment approach designed to optimize after-tax yield and after-tax total return

Just because you're a high-tax payer doesn't mean all of your fixed income investments need to be in municipal securities. Particularly in today's yield scarce and volatile environment, limiting your investments to a single asset class within the fixed income sector may not be the most advantageous approach. U.S. Trust's crossover strategy considers all fixed income assets — both taxable and tax-exempt — to create diversified, customized portfolios that optimize after tax yield and after-tax total return.

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