Investment Strategy

Our time-tested strategy: deliver exceptional investment value, with excellent client service.

At Braintree Capital, our complete focus is on helping our clients preserve principal while generating stable, above average tax-exempt income. To accomplish this, we utilize long-term investment strategies that that emphasize value across the credit spectrum while avoiding a fixation on monthly total return.

We are especially adept at pinpointing value and exploiting inefficiencies within the municipal bond market by challenging credit preconceptions, uncovering market dislocation and identifying pricing anomalies.

We offer:

  • Separately managed accounts for select clients and family offices focused on above average tax-exempt income over a long-term investment horizon
  • A private fund for accredited investors

Investment Sectors

Braintree Capital invests only in essential community purpose financings such as the following:

  • Education
  • Hospitals and health care
  • Senior living and senior care
  • Economic development
  • Transportation infrastructure
  • General obligation
  • Tax-backed
  • Water and sewer
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