For many investors, portfolios of fixed income securities are not just buy, hold and collect coupon interest payments.
Experience with Tax-Free, Taxable, Investment Grade and Hi-Yield markets and how to select specific investments is at the heart of what we provide. Knowledge of how interest rate moves and economic conditions might effect the value of these portfolios is also essential.
Using a barbell or laddering strategy can improve one's fixed income portfolio performance. Being able to explain in plain English how a portfolio's duration and convexity might affect its value is part of the reason why people look to us for Fixed Income Management.
In a well-designed asset allocation a percentage of assets held in fixed income, whether through ETFs or individual issues, can provide real benefits, including:
- enhanced income generation
- reduce volatility
- greater risk adjust returns
We provide customization to help ensure your fixed income holdings meet your portfolio's needs.