SCHILLER & KRAVITZ

Schiller & Kravitz LP began in 2013 as an exclusive manager of a $500 million endowment of liquid assets for a private trust. To date, the Trust has increased this endowment to $2.5 billion USD. Schiller & Kravitz LP is an asset management limited partnership between Schiller & Kravitz LLC, who serves as general partner, and the private trust as the limited partner... Schiller & Kravitz LP offers a well-diversified, actively-managed, US-core bond strategy - managed for all market environments, with the least amount of risk. Our strategy also offers both taxable and tax-exempt options, depending on the needs of the client. For taxable clients, each portfolio is customized to optimize after-tax returns, by offsetting capital gains where possible and carefully monitoring gains as they are accrued. We work closely with each client's professional advisors including accountants, planners and attorneys, to coordinate investment gains with other taxable events.

Also known as: Schiller & Kravitz LLC, Schiller & Kravitz LP