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.
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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.