Managed Bonds

Overview

Our Managed Bond Program provides investors with exposure to the bond market without relying exclusively on bond funds. With individual bonds, we offer our clients flexibility and customization, along with a level of predictability in terms of income and return on principal that’s absent from some other parts of the bond market. If your goal is to direct part of your wealth to a higher quality, lower volatility fixed income strategy, then our Managed Bond Program may be the ideal solution for you.

Providing Steady Income While Working to Safeguard Your Original Principal

Our bond program utilizes a conservatively managed fixed income strategy intended to provide income, protect wealth and complement more growth-oriented strategies. The bond portfolios we build are well diversified and tailored for your goals with an exclusive concentration on investment-grade-rated bonds only. We adhere to strict risk controls, govern credit quality, position weights and sector exposures carefully.

The “90/90” Approach to Bond Investing

Pace is a key part of our process. Our goal is to have 90% of your money fully invested within 90 days. This patient, cautious methodology allows us to be selective in the issuers chosen for inclusion in client portfolios without a “hurry-up” mandate. Having the flexibility to make investments over time, instead of a single day, allows us to search for those extra basis points.