The ultimate goals of most fixed income portfolios are safety of principal, liquidity, and yield. We specialize in building customized fixed income portfolios to help municipalities and corporations produce meaningful income while respecting their cash flow needs and risk constraints.
While we understand that many securities will be held to maturity, we feel it is important to always look for opportunities to add incremental value. Most of these opportunities come in the way of finding an undervalued security or trading opportunity. Over time, even small advantages can add up to a hefty source of additional income, so we do not look at a one basis point advantage as a waste of time, but rather money growth in our clients’ portfolios.
We take great pride in the experience, education, and background of our team. We continue to build upon this great foundation, growing our team’s expertise and investment experience. Our strength is our diversity of thought and our ability to form consensus using these different points of view.