Municipal bonds offer investors safety of principal, regular predictable income, and tax-free benefits. Income from municipal bonds is not subject to federal income tax and, depending on where you live, may also be exempt from state and local taxes. Triple tax-free can be an attractive option for many investors in this time of rising taxes.

Dorsey & Company has been building taxable and tax-free portfolios for our clients for more than 55 years. As a local underwriter of tax-exempt municipal bonds, we provide a market for State, Parish, Town and School Districts to have their bonds available for local investors. Corporate offerings as well as Bank Certificates of Deposit are also available. Additional investment opportunities include U.S. Government Bonds, Government Agencies and Unit Investment Trusts.

Please contact a Dorsey & Company Financial Advisor today to find out how you can benefit from our expertise.

 Customized Approach: Because active portfolio management in pursuit of superior performance can involve substantial trading activity, our Financial Advisor-Directed Portfolio Management programs are fee-based rather than commission-based.

Performance Monitoring: As your portfolio manager, your financial advisor will monitor the performance of your portfolio and will keep you informed as investing circumstances change. In addition, you can contact your portfolio manager to get ongoing updates and communicate necessary details if your personal or financial situation has changed.

You will also receive:

  • Easy, convenient online access to account information

  • Monthly statements summarizing the activity that has taken place in your portfolio

  • Quarterly performance reports detailing the value of your portfolio at the beginning and the end of the preceding quarter; net contributions and disbursements; and a comparison of your portfolio’s performance to that of appropriate market indexes

  • Year-end summary of all transactions and activity in your account, including realized capital gains and losses

Fee-Based Relationship: After working with you to review your goals, objectives and risk tolerance, your financial advisor, acting as your portfolio manager, will determine the investment style and asset allocation that is best suited for your investing needs. Each investment will then be chosen based on your unique situation. 

Please contact your Dorsey & Company Financial Advisor for specific information about our Financial Advisor-Directed Portfolio Management programs.

The fee for your Financial Advisor-Directed Portfolio Management account is based on the value of your investments. This fee covers all eligible transactions and your portfolio manager’s personalized services.
Fees are subject to the trade agreement between you and your financial advisor; some transaction costs may still apply. Advisory programs are not designed for excessively traded or inactive accounts and may not be suitable for all investors. Ask your financial advisor for more detailed information, which can be found in the disclosure document that accompanies the program you choose.