A Dedicated Team. A Specialized Focus.
Dedicated Professional Wealth Management Focusing on Income and Capital Preservation.
Unlike other advisors who simply generalize, we work exclusively in the fixed income markets, giving investors a dedicated advisory team. If you’re an investor who seeks high-quality expertise on income and capital preservation, we offer:
Intellectual Capital:
- A complete and thorough analysis of the situation helps us define a strategy, identify appropriate securities, monitor credit risk and utilize efficient market execution to help achieve consistent results.
- Our value-oriented approach is based on underpriced and undervalued securities, not on interest rate “bets.”
- We identify market inefficiencies for both strategic and tactical investing.
Portfolio Management:
- Our portfolio solutions focus on high-quality income and capital preservation.
- Both yield curve analysis and income objectives help us determine the optimal portfolio structure.
- We strive to minimize various risk types to preserve capital.
Portfolio Structures:
- Laddered portolios including front-weighted and rear-weighted,
- Barbell portfolios,
- Bell curve ladders,
- Duration targeting, and
- Strategic and tactical planning.
Securities:
- Tax-exempt municipal bonds,*
- U.S. corporate bonds,
- Inflation-linked bonds,
- U.S. government and U.S. agency bonds,
- Closed-end funds – taxable and tax-exempt, and
- Select mutual funds.
* Municipal bond interest is not subject to federal income tax, but may be subject to state, AMT or local taxes.
