Tax-exempt, taxable and tax-credit securities

We have more than $10 billion in tax-exempt, taxable and tax credit securities assets under management. Our investment professionals have expertise across the municipal market and our portfolios provide diversification by geography, sector, repayment source and structure.  

For taxable municipal securities, we focus on direct payment obligations established under the American Recovery and Reinvestment Act of 2009, including military housing projects and Build America Bonds. We also leverage our deep fixed income platform to uncover opportunities created by tax credit programs established for secondary education facilities, renewable energy projects and other infrastructure-related projects. These tax credit debt instruments are structured to provide a tax credit to the investor as opposed to a cash interest payment.

Strong Track Record*
  • Tax-Exempt Municipals Sector Returns
  • Top 1% of Competitor Universe Since Inception
  • Build America Bonds Sector Returns
  • Top 1% of Competitor Universe Since Inception
  • Taxable Municipals Sector Returns
  • Top 2% of Competitor Universe Since Inception
Key Investment Professionals

James Pass James Pass
Portfolio Manager



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Guggenheim Investments

Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with $198 billion1 in assets across fixed income, equity, and alternative strategies. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors.

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