Fixed Income

Predictable Income Stream

We strive to find fixed income opportunities that over time can provide excellent risk-adjusted returns and diversify our clients’ portfolio. This has the potential to stabilize over-all returns, offset future liabilities, and create a predictable income stream.

Portfolio Construction & Risk Management

  • 100 % invested in corporate issues with the Barclays Aggregate Bond Index as the benchmark

  • Seeks higher current income while managing interest rate risk with a shorter portfolio duration than the benchmark

  • Our current Duration is 1-2 years (3-5 year maturities)

  • Current yields are approximately 3% with an average credit quality of BB+

  • Primarily used in Balanced allocations…80/20, 70/30, etc.

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Our Strategies

Find out more about our offerings.

Quality Equity
Balanced Portfolios
Contrarian Equity
Custom Portfolios