Strategies: Fixed Income

Our Fixed Income investment strategy seeks to maximize portfolio returns and provide income while attempting to manage portfolio, interest rate, and credit risk. Our Fixed Income strategy seeks to achieve its investment objective by typically investing in investment grade corporate, U.S. government and agency, and/or municipal fixed income securities. The strategy typically focuses on sector allocations, maturity selections, relative valuations, and fundamental research in an effort to manage portfolio, interest rate, and credit risk. Our Fixed Income investment strategy typically uses non-callable fixed income securities for their offensive characteristics and callable fixed income securities for their defensive characteristics in an effort to manage reinvestment risk. The strategy’s mix of fixed income securities generally takes into consideration the tax status of individual clients.