Matisse Capital

Matisse Capital

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06/26/2023

We are thrilled to welcome Ali Durbin to the Matisse Capital team as our new Client Engagement Specialist! With her impressive background and unwavering commitment to delivering exceptional client experiences, Ali is the perfect fit to help build and nurture relationships with our esteemed clients. Her exceptional interpersonal communication skills make her a valuable asset to our team.

Please join us in giving her a warm welcome!

Muni Closed-End Funds Yield Over 4%, Now at Big Discount to Portfolio Values 04/05/2023

Thank you Barron's 🙏 for letting our own Eric Boughton, CFA share some insights on Muni Bond CEFs and the opportunities we're seeing today 👀📈 in a rare moment, the average Muni Bond CEF discount hit double-digits in late March 🚨 prompting us to tactically increase our muni exposure to 50% within the Matisse Discounted Bond CEF Strategy (MDFIX) ‼

Read now: https://www.barrons.com/articles/muni-closed-end-funds-e8497fbb

An investor should consider the investment objectives, risks, and charges and expenses of the Fund before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available at www.ncfunds.com or by calling Shareholder Services at 1-800-773-3863. The prospectus should be read carefully before investing. Current and future holdings are subject to change and risk.

An investment in the Fund is subject to investment risks, including the possible loss of some or all of the principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective.

Distributor: Capital Investment Group, Inc., Member FINRA/SIPC. There is no affiliation between Matisse Capital, including its principals, and Capital Investment Group, Inc.

This article is solely informational and does not constitute legal, tax, investment, accounting or other investment advice. This is not an offer to sell or a solicitation to purchase an interest in any investment. Investing is inherently risky, investors should carefully consider the investment objectives, risks, charges and expenses of a Fund before investing and be aware they may not receive a return equal to their initial investment and may lose their entire investment. Forward-looking statements are speculative in nature and may vary significantly from actual results. Past performance is not indicative of future results with no assurances an investment will achieve comparable results. The views expressed reflect the current opinions of Eric Boughton, CFA and may not be the opinions of Matisse in general.

Muni Closed-End Funds Yield Over 4%, Now at Big Discount to Portfolio Values The funds yield more than long-term Treasuries and trade for double-digit percentage discounts to net asset value.

Here Are Barron’s 12 Best Income Investments for the New Year 01/03/2023

Hot off the press 📰🔥 Barron's has highlighted the Matisse Discounted Bond CEF Strategy (MDFIX) in their year-end special on the best income investment ideas for 2023 👀💡 Also featured, Bryn Torkelson on the opportunities we’re seeing in discounted bond CEFs 🐂📈

Read now: https://www.barrons.com/articles/best-income-investments-stock-bonds-dividends-yield-51672449027

An investor should consider the investment objectives, risks, and charges and expenses of the Fund before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available at www.ncfunds.com or by calling Shareholder Services at 1-800-773-3863. The prospectus should be read carefully before investing. Current and future holdings are subject to change and risk.

An investment in the Fund is subject to investment risks, including the possible loss of some or all of the principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective.

Distributor: Capital Investment Group, Inc., Member FINRA/SIPC. There is no affiliation between Matisse Capital, including its principals, and Capital Investment Group, Inc.

This article is solely informational and does not constitute legal, tax, investment, accounting or other investment advice. This is not an offer to sell or a solicitation to purchase an interest in any investment. Investing is inherently risky, investors should carefully consider the investment objectives, risks, charges and expenses of a Fund before investing and be aware they may not receive a return equal to their initial investment and may lose their entire investment. Forward-looking statements are speculative in nature and may vary significantly from actual results. Past performance is not indicative of future results with no assurances an investment will achieve comparable results. The views expressed reflect the current opinions of Bryn Torkelson and may not be the opinions of Matisse in general.

Here Are Barron’s 12 Best Income Investments for the New Year Yields are up on a range of attractive investments—and many beat inflation. 12 ways to cash in.

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15350 SW Sequoia Pkwy #260
Portland, OR
97224

Opening Hours

Monday 7:30am - 5pm
Tuesday 7:30am - 5pm
Wednesday 7:30am - 5pm
Thursday 7:30am - 5pm
Friday 7:30am - 5pm