Our Services
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.
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.
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.
Our relationship managers and portfolio executives 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.
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.
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Financial Planning
Estate Planning
Investment Management
401(k) Advisory
Tax Services
Retirement Planning
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.
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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.