top of page
​Fixed Income Strategy
Core Fixed Income and Intermediate Fixed income
Generate attractive risk-adjusted returns through investments in U.S. Treasury, government agencies and investment grade corporate fixed income securities.
Limited Maturity
Portfolio customized to meet client duration target. Client can direct any combination of U.S. Treasury, government agency and/or investment grade corporate fixed income securities.
Tax-Free
Customized Duration
Maximize total return while preserving capital through investing in U.S. Treasury and government agency fixed income securities. Maturity range 0 to 5 years
Generate tax-free income through investments in municipal bonds.
bottom of page