Our philosophy of fixed income should mitigate the overall volatility of a portfolio, while providing a reliable income stream to investors. For taxable accounts, we construct diversified portfolios of individual, investment-grade corporate issues we intend to hold to maturity, and for tax-exempt, general obligation and essential purpose municipal bonds. We believe the interest rate environment and duration targeting are the building blocks of a bond portfolio.
Fixed Income Classes
US Government Bonds
US Agency Bonds
High Quality Municipal Bonds
High Quality Investment Grade Corporate Bonds
Mid-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