Fixed Income

Our fixed income investment process is constructed to protect principal and generate income. Our solutions offer exposure to well-diversified securities that have varying maturities and credit qualities. These strategies are based on a client’s objectives, risk tolerance and tax status.

The aim of our strategy is to exploit value opportunities – we seek investments that maximize market opportunities – we do not attempt to predict interest rate movements. We also look to incorporate varying types of securities, maturities and credit qualities for increased diversification.

The foundation of our fixed income strategy is constructed of the following criteria:

• Invest in laddered short-to-intermediate term maturities to minimize interest rate risk
• Diversify across security type, investing primarily in U.S. Treasuries, government municipal, and corporate bonds
• Focus on high quality bonds (investment grade or above)