During our 20 years in the industry we have built solid relationships and gathered valuable resources that enable us to look beyond the obvious municipal opportunities. Our approach to investing is designed to preserve wealth, mitigate risk and build for the future.

Services

Institutional Investor Services

W. H. Mell provides expert support to Investment Advisors, Bank Trust Departments, Mutual Funds and Insurance Companies aimed at meeting their municipal portfolio needs. Clearing all trades on a fully disclosed basis through Pershing, LLC, W. H. Mell provides liquidity, expertise and a demonstrated ability to find value in secondarily traded municipal bonds.

Contact our office directly at (908) 273-4550 to learn more.

Private Investor Services

Specializing in tax-exempt and taxable municipal securities, W. H. Mell Associates works with affluent individuals, families and foundations to meet their singular investment objectives.

Clearing and custody services are provided on a fully disclosed basis through Pershing LLC, an affiliate of Bank of New York Mellon. Pershing is the industry’s largest global business solutions provider, with over $770 billion in assets held in custody (as of December 31, 2009).

W. H. Mell’s unique expertise in special situation municipals, along with Pershing’s state-of-the-art technology, combine to create a first class municipal investing experience.

Contact our office directly at (908) 273-4550 to learn more.

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