Managed Bonds - Adviser Investments

Investment Management

Managed Bonds


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.

Truly Personalized Wealth Management


A Bond Strategy That Meets Your Needs

Our portfolios are structured based on your goals, and we offer taxable and tax-exempt strategies depending on your specific circumstances. Our Managed Bond Program is designed to meet the needs of high-income earners, retirees or anyone looking to preserve capital and generate income.

Understanding Your Story

Our relationship managers and portfolio executives will take the time learn about your risk tolerance and financial objectives. We can help you identify the correct investment strategy and determine if our Managed Bond Program is appropriate for you.

Tailoring Your Specific Strategy

Constructing a well-diversified bond portfolio is both an art and a science. We participate in primary (new issue) and secondary markets as sources for bonds. With your input, we review the type of account we’ll be working with (taxable, tax-sensitive or tax-deferred). From there, we tailor a customized portfolio that meets your needs and requirements.

Adjust, Refine, Adapt

As your bonds mature, we’ll continually monitor your portfolio and market conditions to plan for reinvestment opportunities. We can customize your holdings to anticipate major life events and liquidity needs, like paying for your child’s college education or your own retirement.

Comprehensive Wealth Management

The Managed Bonds strategy is offered as part of a comprehensive approach to wealth management. Learn more about working with Adviser.

Providing Income While Protecting Principal

Diversify an Equity-Dominated Portfolio

Add Stability and Reduce Volatility

Generate a Dependable Stream of Income

Our Clients

Our Managed Bond Program is designed to meet the needs of anyone looking to preserve capital and generate income.

Additional Investment Strategies

Personalized Portfolios

Dividend Income

Tactical Investing

Your Next Step

The first step in the Adviser process is to start a conversation. We look forward to learning more about you, your financial and tax goals and how we can help you reach them.

Financial Planning

Investment Management

Tax Services

Retirement Planning

Estate Planning

401(k) Advisory

Get Started

Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.

All investing is subject to risk of loss. There is no guarantee that a recommended investment will be profitable. Past performance is not indicative of future returns.