Belle Haven Investments is a specialist asset management firm dedicated exclusively to fixed income investing, based in Rye Brook, New York. Since 2002, the firm has focused on tax-exempt and taxable municipal bonds, building a reputation for expertise in managing customized separate account portfolios for high-net-worth individuals, institutions, and wealth advisors. Operating with a client-centric approach, Belle Haven emphasizes transparency, active risk management, and portfolio customization to suit individual client objectives.

What sets Belle Haven apart is its deep market expertise in municipal securities and its dedication to delivering consistent, risk-adjusted returns through tailored strategies. The firm is independent and privately held, aligning its interests closely with those of its clients. Belle Haven partners with financial advisors across the country, providing institutional-quality investment capabilities with a personalized level of service. The company is also known for its commitment to professional education, frequently sharing insights with industry partners and clients.

Website: http://www.bellehaven.com/

Key Services:

– Separately Managed Accounts (SMAs) with a focus on municipal bonds
– Actively managed tax-exempt and taxable fixed income strategies
– Customizable portfolio management for individual goals and risk profiles
– Investment management for individual investors, financial advisors, and institutions
– Active risk oversight and credit analysis
– Tax-optimized fixed income solutions
– Advisor support through education and tailored investment solutions