Fixed Income Investments

It is our opinion that equity investing provides better returns over the long term. However, for clients wishing to invest in fixed income, we take steps to efficiently allocate funds between debt and equity securities.

  • We leverage the expertise of our affiliates to assist us in actively managing the fixed income portion of our clients’ portfolios in order to capitalize on the opportunities available during the interest rate cycle by moving along the yield curve.

  • We are very much aware of the spreads that exist among various sectors of the fixed income market from time to time and will take advantage of these divergences. Bond portfolios will emphasize high-quality issues (rated “A” or better) with maturities up to ten years (five-year average life). We will generally avoid long-term issues, as incremental returns do not often justify the risks.