true wealth
with M. Austin
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At M. Austin, we believe that true wealth is a quality of life born from stability, opportunity, and purpose. We exist to empower our clients to live with the freedom of true wealth by serving as a trusted partner for their financial assets.
Municipal Bonds | Carbondale, CO
Our Services
We are a fee-only investment advisor managing municipal bond and diversified exchange traded fund (ETF) portfolios. Our clients trust our sophisticated approach to deliver customized portfolio solutions.
Municipal Bond Portolios
Our municipal bond portfolios are designed to provide tax-exempt income and capital preservation. We leverage our fundamental credit analysis and trading expertise to give our clients unique access to the municipal bond market.
Diversified ETF Portfolios
Our low-cost, diversified ETF portfolios are crafted upon the principles of strategic asset allocation to drive long-term performance. In addition, we offer an active-indexing strategy which employs tactical allocations to various style factors and sectors.
Client Focused Service & Reporting
M. Austin is accessible and responsive to our clients, prioritizing transparent and responsible client service. We provide monthly investment reports, in addition to an online portal to conveniently monitor portfolios.
Your Colorado Muni Specialists
Navigating the municipal market for individual investors can feel daunting. There are thousands of issuers, hundreds of thousands of individual bonds, various structures, sectors, tax nuances and trading complexities. Should you buy a mutual fund, ETF or build a portfolio of individual bonds?
Allow M. Austin to expertly navigate the municipal bond market on your behalf, empowering you to optimize your portfolio in alignment with your specific lifestyle needs.
Why M. Austin:
Expert in Colorado Munis
Matt has been researching, trading, and managing CO muni bond portfolios for over 15 years. He has visited hundreds of issuers throughout Colorado
Trading Ax
Nervous of overpaying for bonds? Matt has over a decade of experience trading muni bonds for clients. We aim to find the best price available and pass those savings onto our clients
Pulse on the Market
We monitor the Colorado municipal market daily tending to bid-wanted auctions, sorting through available offerings, reviewing the trade tape, and analyzing financial disclosures
Finding Value
Understanding the unique dynamics of the municipal bond market allows us to find value in areas of the market that many investors overlook
Site Visits
When necessary, we hit the road and visit municipal issuers in person to gain a better understanding of the bonds we own for our clients
Customization
Whether you are looking for tax-efficient income, capital preservation, or a combination of the two, M. Austin can tailor your portfolio to meet your individual goals and risk tolerances
Meet the Team
M. Austin Investments is independently owned and operated by two business partners in Carbondale, CO. Get to know Matt and Nate below:
Let's Connect
Meet our team and learn what it means to be a client with M. Austin
Disclosures
M. Austin Investments, LLC is an Investment Advisor registered with the State of Colorado. M. Austin Investments, LLC only conducts business in states where it is properly notice filed or is excluded from registration requirements.
Any information and materials on this website are provided for informational purposes only, and do not constitute investment, legal, or tax advice. M. Austin Investments, LLC shall not be liable under any circumstances for damages, losses, or liabilities incurred by any individual or entity's use of information or materials on this website.
Past performance of a security is not a guarantee of future results. All investing involves risks, including the loss of principal.
This website does not constitute an offer or solicitation of business by M. Austin Investments, LLC in any jurisdiction outside of the United States of America.
External hyperlinks are provided as a convenience. We cannot be held responsible for information, services, or products found on external websites linked to ours. All social media platforms are owned by third parties unaffiliated with M. Austin Investments, LLC. We are not responsible for and do not endorse any content, advertising, products, advice, opinions, recommendations, terms of use or privacy policies, or other materials on or available from third parties.
We recommend any investor, advisor, or entity interested in our services to review our Form ADV, Part 2 Brochure, Privacy Notice, and BCP Disclosure at the following links: