Core Bond
Investment Objective
The objective of the Core Fixed income product is preservation of capital while providing above average total returns.
Investment Process
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.
Research Team
Our team consists of three investment professionals with deep experience focused exclusively on Fixed Income and one research analyst. The average investment experience of the team is 17 years.
Differentiating Factors
- Individually created high quality portfolios
- Sophisticated sector and security selection
- Highly liquid fixed income asset classes are utilized
- Transparent portfolio management is employed
Fact Sheet
- High quality portfolios invested in US Treasury and agency, corporate, and taxable municipal securities.
- Portfolios designed to maximize after-tax yield within the confines of high quality by investing in sophisticated municipal securities across the country.
- Our municipal bond portfolios can be customized to invest solely in the state of residency if the client requests.