Solutions

We offer a range of investment solutions utilizing our institutional level access, independent thinking and dedicated focus on municipal securities. High-net-worth investors can take advantage of transparent and lower cost tax-advantaged investment strategies. We offer high quality reporting and work directly with your CPA to best structure your income reporting. MainLine West developed the following products to better your municipal investment portfolio:

MainLine West Municipal Securities

Separately Managed Accounts

Designed for high-net-worth investors, this service offering brings an institutional level access to the municipal bond market. MainLine West tailors custom bond portfolios with duration matching the client’s specific needs, and manages them with a focus on generational wealth, liquidity and tax-free income.

MainLine West Opportunity Funds

Private Funds

The MainLine West Tax-Advantaged Opportunity Funds are relative value alternative investments targeting high tax-exempt income. The Opportunity Funds co-invest with liquidity providers and utilize stringent risk management to provide investors with enhanced tax-free yield as well as deductible expenses. Fund IV most recently deployed in 4Q 2015 and is currently closed to new investment. Fund V is expected to launch in 2018, but is currently not accepting subscriptions.

Note: MainLine West is committed to full disclosure and transparency in our communications with clients. In addition, we recommend clients exercise due diligence by reviewing disclosure documents, trading history, and pricing as disclosed by MSRB/EMMA. Information on any municipal security can be found at their web site, http://emma.msrb.org by entering the CUSIP number.