Managed Bonds | Adviser Investments

Our Services

Managed Bonds

A Bond Strategy That Meets Your Needs

Our Managed Bond Program provides investors with exposure to the bond market without relying exclusively on bond funds. Through the use of individual bonds, we offer our clients a high level of flexibility and customization, along with a higher level of predictability of both income and return on principal that’s absent from 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 right solution. Our portfolios are structured based on your inputs and sensitivities, and we offer taxable and tax-exempt strategies depending on your specific circumstances. Our Managed Bond Program may meet the needs of high-income earners, retirees or anyone looking to preserve capital and generate income.

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Additional Services

401(k) Advisory Services

Tax Planning

Investment Management

Financial Planning

Our Approach

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. Every extra basis point counts in this low-yield environment. Having the flexibility to make investments over time, instead of a single day, allows us to search for those extra basis points.

Understanding Your Story

Our relationship managers and wealth advisors speak with you to learn about your risk tolerances and goals. The purpose is to collect information about you to help us identify the correct investment strategy and determine if our Managed Bond Program is appropriate for you.

Tailoring Your Strategy

Constructing a well-diversified bond portfolio is both an art and a science. We participate in both the 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.

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.

The bonds we invest in are considered low risk, not no risk. As such, it’s important to note that all investments are subject to potential risk of loss.