Fixed Income Strategies

Customizable Portfolios
Multiple Fixed Income Strategies
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.
Customized Duration
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.
Limited Maturity
Maximize total return while preserving capital through investing in U.S. Treasury and government agency fixed income securities. Maturity range 0 to 5 years.
Tax-Free
Generate tax-free income through investments in high quality municipal bonds.