Fixed Income Investments
We manage fixed-income securities according to a disciplined approach, based on your needs and a thorough analysis of market and macro-economic trends.
- Through face-to-face interaction with our clients, we determine income needs and risk parameters.
- Our objective in managing fixed-income investments is to generate solid, reliable income flow while minimizing credit risk and interest rate risk.
- Our credit review process focuses primarily on investment-grade securities.
- We monitor and control credit risk as a cornerstone of the process.
- We manage interest rate risk by laddering fixed-income securities across a number of different maturities, so that your portfolio will adapt to changing interest rate environments.
- We manage fixed-income securities to meet any need, from maximizing income to minimizing taxes, using both taxable and tax-free securities.