Highlighted Offerings

Our bond experts have compiled this exclusive sampling of our current income-generating issues.

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exclusive

Tax-Exempt Municipal Bond

4.10%

6/1/2026
Par Call Date

NJ Eco. Dev. Authority
The Bancroft Neurohealth Project

  • 5.00% Coupon
  • 4.45% Yield to Maturity 2036
  • $107.177 Priced to 2026 par call
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New Jersey Economic Development Authority 5.00% due 6/1/2036 Not Rated                                                (The Bancroft Neurohealth Project Series 2016 A)
Expertise in Public Finance is one of the things that sets HJ Sims apart from the competition. Our bankers make it possible for us to offer high-income investment opportunities to our clients on an exclusive basis. Bancroft Neurohealth is a leading healthcare provider serving people with autism, developmental disabilities and other neurological conditions. The 5% coupon bonds are priced in the secondary market at $107.177 to yield 4.10% to the call date in 2026 and 4.45% to maturity in 2036. The taxable equivalent yield for non-NJ residents in the 35% tax bracket is 6.31% to the call and 6.85% to maturity. New Jersey residents do even better. With the NJ Income tax rate factored in at 5.5% a resident of NJ would see taxable equivalent yields of 6.83 to the call and 7.145% to maturity. The purchase and sale of securities should be conducted on an individual basis considering the risk tolerance and investment objective of each investor and with the advice and counsel of a professional advisor.  All investments involve risk including the fluctuation of principal. Investors should carefully consider their own circumstances before making any investment decision.  Offerings are subject to change in price and availability.  Interest in municipal bonds is typically exempt from federal tax. Some bonds may be subject to the Alternate Minimum Tax (AMT). State tax-exemption typically applies if securities are issued within one's state of residence and local tax-exemption typically applies if securities are issued within one's city of residence. The after tax yield is based on a 35% Federal Income Tax rate
exclusive

Tax-Exempt Municipal Bond

4.625%

6/1/2036
Maturity Date

Public Finance Authority
The Bancroft Neurohealth Project

  • 4.625% Coupon
  • $100.00 Priced to Maturity
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The Public Finance Authority, WI   4.625% coupon due 6/1/2036  Not Rated                                                                                  (The Bancroft Neurohealth Project Series 2016)
Public Finance is one of the things that sets HJ Sims apart from the competition. Our bankers make it possible for us to offer high-income investment opportunities to our clients on an exclusive basis. Bancroft Neurohealth is a leading healthcare provider serving people with autism, developmental disabilities and other neurological conditions. These 4.625% coupon bonds issued for a project in the State of New Jersey are not NJ state tax exempt.  They are priced at Par to yield 4.625%.  Using the 35% federal tax bracket the taxable equivalent yield on these bonds is 7.115%.  These bonds are offered in the secondary market exclusively by HJ Sims. The purchase and sale of securities should be conducted on an individual basis considering the risk tolerance and investment objective of each investor and with the advice and counsel of a professional advisor.  All investments involve risk including the fluctuation of principal. Investors should carefully consider their own circumstances before making any investment decision.  Offerings are subject to change in price and availability.  Interest in municipal bonds is typically exempt from federal tax. Some bonds may be subject to the Alternate Minimum Tax (AMT). State tax-exemption typically applies if securities are issued within one's state of residence and local tax-exemption typically applies if securities are issued within one's city of residence. The after tax yield is based on a 35% Federal Income Tax rate

Taxable Corporate Bond

3.60%

Maturity Date
7/1/2033

Princeton Theological Sem.

  • 5.20% Coupon
  • $120.065 Priced to Maturity
Learn More contact an income advisor
The Princeton Theological Seminary 5.20% coupon due 7/1/2033, Sinking Fund begins 7/1/2027.      Rated Aa1/AAA
The Princeton Theological Seminary is the largest Presbyterian affiliated seminary in the U.S.  It was founded in 1812 under a cooperative agreement between the General Assembly of the Presbyterian Church and Princeton College (now Princeton University). Our traders see value in this high grade bond because it offers yield well above the comparable U.S. treasury bond, ( approximately +175 bps above the 20 year bond), while being rated Aa1 (Moody's) and AAA (S&P).  The Seminary is actually rated higher than the U.S. treasury by S&P.  We offer the 5.20% bonds due 7/1/2033 at $120.065 to yield 3.60% to maturity in 2033.  Higher ratings, more yield. The traders here at HJ Sims don't just fill orders, we search for value. The purchase and sale of securities should be conducted on an individual basis considering the risk tolerance and investment objective of each investor and with the advice and counsel of a professional advisor.  All investments involve risk including the fluctuation of principal. Investors should carefully consider their own circumstances before making any investment decision.  Offerings are subject to change in price and availability.  Interest in municipal bonds is typically exempt from federal tax. Some bonds may be subject to the Alternate Minimum Tax (AMT). State tax-exemption typically applies if securities are issued within one's state of residence and local tax-exemption typically applies if securities are issued within one's city of residence. The after tax yield is based on a 35% Federal Income Tax rate
Owned and offered in the secondary market. Subject to change in price and availability. Interest in municipal bonds is typically exempt from federal tax. Some bonds may be subject to the Alternate Minimum Tax (AMT). State tax-exemption typically applies if securities are issued within one’s state of residence and local tax-exemption typically applies if securities are issued within one’s city of residence.

The material presented here is for information purposes only and is not to be considered an offer to buy or sell any security. Commentary is prepared from sources believed to be reliable but it is not guaranteed as to accuracy and it is not a complete summary or statement of all available data. Information and opinions are current up to the date of publication and are subject to change without notice. The purchase and sale of securities should be conducted on an individual basis considering the risk tolerance and investment objective of each investor and with the advice and counsel of a professional advisor. All investments involve risk and may result in a loss of principal. Investors should carefully consider their own circumstances before making any investment decision.
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