Fixed Income

The fixed income component of client portfolios is designed to mitigate overall portfolio volatility and provide a reliable income stream.

The firm may use a combination of corporate bonds, treasuries and government-related bonds, structured products, and municipal bonds to construct fixed income strategies intended to meet the objectives of each client. The blend of fixed income securities utilized will depend on client mandates and the prevailing market conditions, and the firm will adjust the portfolio based on the interest rate and credit environment.

Fixed Income Classes

US Government Bonds

US Agency Bonds

High Quality Municipal Bonds

High Quality Investment Grade Corporate Bonds

Our approach is to stay disciplined, stick to long term allocations, and buy excellent companies at discounted prices.

Brad Weafer, CFA

Chief Investment Officer