applied asset management

Founded in 1991, Applied Asset Management Corporation is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). The firm specializes in the discretionary management of tax-exempt and taxable municipal bond portfolios for a clientele that includes high-net-worth individuals, family offices, and institutions. Their investment philosophy is centered on a disciplined, research-driven process that aims to preserve capital and generate consistent, tax-advantaged income for its clients.