Disciplined.  At Braintree Capital, our entire focus is on the municipal bond market. We apply the same investment discipline to each investment decision in your portfolio, from the initial purchase to ongoing surveillance and, if appropriate, sale.

Credit Driven.  Our investment decision process is credit-driven.  We seek out borrowers with stable or improving outlooks whose debt is backed by physical assets, first liens on tax revenues, or similarly strong security provisions.  There is no use of either leverage or derivatives.

Independent.  From the highest rated investment grade bond to the lowest rated high yield bond, we perform an independent analysis on each investment to determine the creditworthiness of a borrower, not relying on either the rating agencies or bond insurers. 

Diversified.  To avoid overconcentration and offer a measure of protection against unforeseen events, each portfolio is structured within its investment parameters to be well diversified by borrower, industry sector, and geography.

Transparent.  Long dedicated to transparency, Braintree Capital's founders have partnered with the industry’s most established trustees, custodians and independent valuation services.  Your portfolio is held in your name with prices, transactions and fees clearly detailed.

Essential Public Purpose.  We focus on municipal bonds issued by governmental entities to finance schools, infrastructure, hospitals, public utilities, senior living and care—projects that have an essential public purpose in their community.

Experienced.  Finally, every investment decision is made by Braintree Capital’s Managing Partners, who bring a combined 45 years of experience analyzing, trading, underwriting and investing in the municipal bond market.