Fixed Income Management for Institutional and High Net Worth Investors
Core Fixed Income
A value-oriented and opportunistic strategy that invests across the entire yield curve in a diverse mix of investment-grade fixed income securities.
Intermediate Fixed Income
A value-oriented and opportunistic strategy that invests in a diverse mix of investment-grade fixed income securities with maturities of less than ten years.
Tax Exempt Total Return
Actively managed strategy that seeks to enhance tax free income with price appreciation by investing opportunistically across the entire yield curve.
Short Term Fixed Income
Conservative strategy for investors with a short term investment horizon with an emphasis on a high level of current income and reduced interest rate risk.
Short Term Fixed Income Plus
An opportunistic corporate bond strategy that invests along the front end of the yield curve with a focus on price appreciation and current income. Tactical allocations to high yield bonds and Government securities are eligible components of this strategy as a means to further enhance portfolio results.
An ultra-short strategy that focuses on maximizing current income while protecting principal with an emphasis on liquidity and limited interest rate risk. Eligible investments include investment grade corporate bonds and U.S. Government securities with maturities of 18 months or less.
We have the experience and resources to manage accounts of all types including Taft-Hartley, Non-Profit, Corporate, Foundation or High Net Worth portfolios.
Opportunistic Approach to Investing
Our boutique size allows us to be more nimble and opportunistic than many of our peers. This creates meaningful opportunities for our clients.
We are committed to working collaboratively with our clients to meet their unique objectives and provide ongoing communication to reaffirm the appropriate investment strategy.