- - - - -
  -HOME -ABOUT US -OUR STAFF -CONTACT -MUNICIPAL PORTFOLIOS
  -OUR PHILOSOPHY -EQUITY- INVESTING -FIXED INCOME INVESTING -BALANCED INVESTING
ADOBE DOWNLOAD DOWNLOAD OUR
LATEST NEWSLETTER
 
 

Fixed Income Investing

The process
Maintain intermediate term structure of portfolio
Utilize investment grade securities
Execute moderate maturity adjustments
Seek to produce portfolio returns with low volatility

Managing interest rate risk
Utilize intermediate term bond structure with active portfolio management
Capture most of the return of long-term bonds with reduced price volatility
in an intermediate-term portfolio
Adjust portfolio duration over the interest rate cycle

Managing credit or default risk
Use government bonds, high-quality corporates, mortgage backed securities
and high grade municipal bonds

Reinvestment Risk
Maintain a diversified maturity schedule

Inflation Risk
Manage call positions. Maintain rate sensitivity of portfolio through intermediate laddered structure

In order to accomplish these objectives, we utilize traditional fundamental research and proprietary software (Sentry) developed specifically for our firm

LEANR MORE ABOUT THE SENTRY INVESTMENT EVALUATION MODEL

LEARN MORE ABOUT THE BENEFITS OF A MONAGED MUNICIPAL PORTFOLIO