We have more than $21 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.


We manage separate accounts in addition to our public funds. Our investment strategies include, tax-exempt bonds, taxable bonds, or a combination of both. The strategies can have single or multiple goals, including income-driven, total return, and liability-driven investing. We make municipal investments that appropriately compensate our clients for the risk profile, and we have also been innovators in the market’s less efficient corners, including tax credit bonds and debtor-in-possession loans.

Key Investment Professionals

Allen Li

Portfolio Manager

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Contact Guggenheim Investments for more information about this strategy or to learn more about our capabilities.



Important Disclosures

Past performance is not a guarantee of future results. Investing involves risk, including the possible loss of principal. There is no guarantee that any investment strategy will achieve its investment objectives or is suitable for all investors. Diversification does not ensure profit nor protect against loss. Every asset class is subject to various risks that affect their performance in different market cycles. Fixed income investments are subject to certain risks including market, interest-rate, issuer, credit, and inflation risk. Equity investments are subject to market risk or the risk of loss due to adverse company and industry news, or general economic decline. Alternative investments are subject to market risk, currency risk, foreign investment risks, liquidity risks, higher fees and expenses, regulatory restrictions, and volatility due to speculative trading and use of leverage.

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Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, and GS GAMMA Advisors, LLC.