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Investment Grade Fixed Income:
  Taxable Bond
  Municipal Bond
  Municipal/Taxable Blend

Investment Grade Fixed Income

We employ a disciplined, value-added approach to fixed income management which is intended to outperform the market and dampen volatility in relative rates of return. We strive to achieve these goals by 1) maintaining portfolio duration very close to that of the predetermined benchmark; 2) evaluating opportunities among the various fixed income market sectors; 3) effecting yield curve positioning to take advantage of potential yield shifts; 4) identifying securities with superior relative value characteristics.

Portfolio strategies are tailored to meet the specific objectives of each client. We strive to employ a consistent investment process that is anchored by sound risk management practices and comprehensive proprietary investment research. Implementation of this process is facilitated by a progressive technology platform that enables team members to efficiently gather and analyze market data.

To obtain investment performance or other product data, please contact us.