Providing investment strategies
to help your clients meet their unique needs
Strategic Partners reports performance to the following organizations:
These are just a sample of the types of active and passive strategies we offer. Please contact us so we can design a portfolio that's right for your client.
Christina Viapiano, Executive Vice President
Strategic Partners Investment Advisors, Inc.
800 Westchester Avenue, Suite N335
Rye Brook, New York 10573
We provide a variety of active and passive municipal bond portfolio strategies to ensure that you and your client get what you need. Our multistrategy approach lets you select the portfolio strategy that is appropriate for your clients—and our unbiased process allows us to make impartial strategy recommendations that are in the best interest of your clients.
Our active municipal bond strategies invest in high-grade municipal bonds across a spectrum of maturity ranges. Our goal is to maximize your client's after-tax returns through a customized portfolio that is managed according to their individual goals and risk tolerance.
Here are a few of the active strategies we offer:
We provide a variety of taxable municipal bond portfolio strategies for self-directed IRAs and nonprofit organizations.
We are one of the few municipal bond managers who manage socially responsible portfolios that meet an investor's particular mandates.
At SPIA, we want to make life easy for you. We welcome municipal bond assets from your current and prospective client's portfolios and will structure a strategy that takes them into account, providing they meet our credit guidelines.
Our laddered municipal bond portfolios invest in a variety of high-grade securities and are available across a spectrum of maturity ranges. Our goal is to maximize your client's tax-free income through a customized portfolio that is managed to their individual guidelines.
Representative strategies include:
You can count on us to deliver a portfolio solution that fits each of your client's needs, including: