Taxable
Taxable Fixed Income
Our disciplined investment process focuses on adding value while managing the risks relating to yield curve, sector allocation and security selection
- Invest in high quality, investment grade bonds
- Government and government agency bonds; avoiding problem agencies
- Investment grade corporate bonds; “A” rated or better only
Economic and market analysis minimizes security risk
- All fixed investment grade securities are evaluated for relative value opportunities
- Maturity structure is based on the yield curve shape/slope as well as cash flow needs
- Credit quality, yield spread and liquidity are essential to our analysis
Portfolios are customized to meet specific client needs
- Income requirements
- Liquidity needs and time horizon
- Risk tolerance
A competitive, multiple source buying process is utilized
More information? Contact us.
Tax Exempt
Tax Exempt Fixed Income
Our investment discipline targets high quality investment grade securities
- Each municipal bond’s underlying entity quality and any credit enhancements are analyzed
- Revenue sources, entity growth, debt service capabilities reviewed
Economic and market analysis minimizes security risk
- Maturity structure is based on the yield curve shape/slope as well as cash flow needs
- Duration is controlled to minimize interest rate risk
- Credit quality, yield spread and liquidity are essential to our analysis
Portfolios are customized to meet each client’s needs
- Income requirements
- Tax situation; state of domicile
- Liquidity needs and time horizon
A competitive, multiple source buying process is utilized
More information? Contact us.
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