Managed Bonds - Adviser Investments

Investment Strategies

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.

Truly Personalized Wealth Management

The Portfolio Manager

Chris Keith, Senior Vice President, Fixed Income Manager

Chris manages Adviser Investments’ fixed income portfolios and is a member of the Portfolio Review Committee. He joined Adviser Investments upon the firm’s 2011 acquisition of Kobren Insight Management (KIM), where he’d served as vice president and fixed income manager since 2001. Prior to joining KIM, Chris was a vice president in the Private Client Services Group of Robertson Stephens, where he designed and implemented fixed income portfolios for high-net-worth clients. Chris was also the head fixed income trader for Donaldson, Lufkin & Jenrette’s New England region.

Jennifer Yousif, Fixed Income Analyst

Jen is a research and fixed income analyst. She conducts quantitative and qualitative analysis and researches potential future investment opportunities for client portfolios.

Principles

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 Investments.


Providing Income While Protecting Principal

Our managed bond program can help you:

Diversify an Equity-Dominated Portfolio

Add Stability and Reduce Volatility

Generate a Dependable Stream of Income

Preserve Capital

Our Clients

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

Your Next Step

The first step in the Adviser Investments 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.


Additional Investment Strategies

ETFs and Mutual Funds

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Dividend Income

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Tactical Investing

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American Ingenuity

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All investments and investment strategies are subject to risk of loss. Neither principal nor performance is guaranteed.

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