Fixed Income

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

Preferred Stocks

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

Brad Weafer, CFA

Chief Investment Officer

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