The objective of the Core Fixed income product is preservation of capital while providing above average total returns.

Our Fixed Income Group constructs separately managed high quality taxable bond portfolios tailored to the client’s specific needs. Our team stresses the importance of diversification and intermediate laddered maturities to reduce portfolio risk. Our goal is to provide the best relative balance between risk and reward utilizing U.S. Treasury, Agency, Corporate, and Taxable Municipal bonds. The investment process includes duration and yield curve management, sector rotation, and security selection. Our process is transparent and utilizes a straightforward approach to investing in high quality fixed income. Our internal equity research team is integral to our security selection process.

Our team consists of three investment professionals with deep experience focused exclusively on Fixed Income. The average investment experience of the team is in excess of 20 years.

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• Individually created high quality portfolios
• Sophisticated sector and security selection
• Highly liquid fixed income asset classes are utilized
• Transparent portfolio management is employed