Generates attractive risk-adjusted returns through investments in U.S Treasury, government agencies and investment grade corporate fixed income securities
Intermediate Fixed Income
Maximizes total return while preserving capital and providing for liquidity needs through investments in U.S. Treasury, government agencies and investment grade corporate fixed income securities
Limited Maturity
Maximizes 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
Generates tax-free income through investments in high quality municipal bonds.
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.