C.W. Henderson & Associates, Inc. is a registered investment advisor specializing in the conservative management of tax-exempt municipal securities.
Founded in 1990 and located in Chicago, the Firm manages over $3 billion for high net worth individuals, families and their advisors. All accounts are managed on a Separately Managed Account (SMA) basis. Our business philosophy is simple: preserve client wealth and maximize total returns on an after tax basis.
Who We Are
We are municipal bond market specialists. Portfolios are customized to meet individual client needs and risk tolerances. Barbell portfolio structures are employed to provide enhanced duration management flexibility. As an active manager, tax efficient trades are executed to take advantage of changing market valuations.