Fixed Income

Our clients understand that individually held fixed income securities can help provide a measureable reduction of risk over an investment in bond mutual funds. We specialize in managing fixed income portfolios tailored specifically to each client.

Our active management of individual fixed income securities allows our portfolio managers to continually identify and act upon opportunities to maximize returns on behalf of clients. For example, active management of individual bonds allows us to take advantage of market dislocations and other short-term developments in order to capitalize on every opportunity to upgrade for higher yield or capital gains.