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.