Fixed Income Strategy


We view investments in suitable fixed income securities as a source of lower risk and more stable returns. Our goal is to attempt to create a portfolio of diversified securities to maximize risk-adjusted return while mitigating risk. Focus is placed on capital and principal stability and, when appropriate, the generation of tax-efficient current income.

Investment Process

The fixed income investment process is based on a review of individual client objectives, liquidity needs, tax considerations, and risk tolerance.

Portfolios are constructed from but not limited to the following fixed income instruments:

  • Municipal bonds
  • U.S. Treasuries and other cash equivalents
  • Agency bonds
  • Corporate bonds
  • Mortgage-backed bonds
  • Convertible bonds
  • Preferred stocks