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.
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.
Tax Exempt Total Return
Actively managed strategy that seeks to enhance tax free income with price appreciation and tailored to individual client needs with regards to liquidity and credit risk.
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.