Fixed Income Planning
The underwriting of municipal bonds provides high-net worth clients a tax-free solution that they can only find at Sage Rutty.
Since Day One...
The first World War was raging in Europe, Einstein was months away from publishing his Theory of Relativity, and Sage Rutty & Co. was busy underwriting bonds.
We've been doing this awhile.
Although we have expanded our core business to holistically serve our clients, the underwriting of municipal bonds provides high-net worth clients a tax-free solution that they can only find at Sage Rutty.
Underwriting - What's in it for you?
Sage Rutty & Co. is the only underwriter of municipal bonds in Western New York.
Sage Rutty only underwrites New York State bonds that are less than $1 Million per issue. After rigorous vetting by our Bond Department, these bonds become available to our clients.
Since the municipalities involved do not need to hire a rating agency, the savings are passed to the investor in the form of higher yields.
For more information on our current offerings, please contact your Sage Rutty advisor.
Other Fixed Income Options
For fixed-income strategies, contact your Sage Rutty advisor.
Certificate of Deposits
U.S. Government Debt Securities
Long-Term Debt Instruments