Transition Management

Cost-effective and confidential way to
engage with U.S. Municipal Bonds

16Rock seeks to provide clients with a strategic entry and exit into the Municipal Bond market. We help clients execute new investment strategies and change allocations following macro events, market catalysts, or simply a new risk outlook. We preserve confidentiality, manage transition costs, and facilitate minimal disruption to a portfolio. Our services range from short-term opportunistic trading to comprehensive liquidations and advisory of existing portfolios. Our team strives to leverage decades of experience and deep relationships in the market to provide superior execution, creative solutions, and timely outcomes.


Restructure an existing portfolio, optimize tax related needs, or strike a new investment strategy when wealth transfer, state mobility, or income related events require


Confidential and transparent way to restructure or liquidate existing portfolios when an event demands swift execution and anonymity

Opportunistic Investors

Outsource strategic interest when valuations dictate, or investment strategies change, without the expense of in-house investment professionals



Transition Management