HELPING CLIENTS ACHIEVE THEIR INCOME AND LIQUIDITY NEEDS
The Fixed Income Team is responsible for developing and monitoring fixed income allocations for client portfolios. The team employs a combination of individual bonds, mutual funds, and ETFs to meet clients’ income, liquidity, principal preservation, and cash flow requirements. As suitable, we aim to provide diversified fixed income exposure in client accounts to facilitate the following in a cost-effective manner:
– Generate low-risk, sustainable coupon income
– Manage Liquidity
– Manage significant market risk and interest rate risk
– Enhance total return of portfolios
Fixed income portfolios can be customized to meet a client’s specific investment objective, risk tolerance, and income tax status. When selecting individual bonds for client portfolios, we are particularly mindful of safety of principal, liquidity, and diversification across sectors and issuers.
The Fixed Income committee serves as a forum for discussion and analysis pertaining to the likely effects on client portfolios of the following variables:
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