Style and Approach
- Our primary goal is safety of principal
with predictable income.
- We utilize high-quality instruments, managing risk through maturity and industry sector diversification.
- Selections may include:
- U.S. Treasury Securities
- Agency Securities
- High-quality Corporate Bonds
- Mortgage Backed Securities (MBS)
- Tax-free Municipal Bonds
- Our emphasis on short-term to intermediate-term maturities controls risk by minimizing volatility.
- Sector and maturity selection will vary with each portfolio.
Process
- We work closely with more than a dozen fixed-income brokerage sources to obtain the most attractive offerings in order to maximize your return.
- We have access to new offerings and
the secondary market.
- We work to minimize transaction costs.
- We conduct continuous reviews of credit
quality and changes in sector trends
Back to "Customized Approach"
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