Fixed Income Strategy


Blue Chip Income Strategy

Core Growth Strategy

Fixed Income Strategy

All about the Cash Flow.

Strategy Overview

Our Fixed Income (FI) strategy aims to provide stable and predictable cash flows. We purchase investment-grade or near-investment grade securities (Municipal Bonds, Corporate Bonds, Preferred Stocks, Brokered CDs).

We select bonds that are attractive in different market cycles and match that with the tax, regulatory, cash flow, and risk tolerance parameters of our clients to build a custom portfolio.


Investment Focus

FI focuses on consistent cash flows and preservation of capital, while providing diversification and reduced volatility. We build custom fixed income bond portfolios and incorporate strategies bespoke to clients current needs, goal objectives, and risk tolerance.

We actively seek opportunities in the markets. Our disciplined culture seeks to provide adequate returns while keeping risks as low as possible.

Investment Philosophy

We put our clients’ best interests first. Our team seeks opportunities in bonds that can be held until maturity. We do not trade in and out of bonds. This means that we avoid excessive fees, commissions, and tax consequences, which benefits our clients.

We are not confined to a boxed set of solutions or constrained by mandates. Being focused and nimble allows us to go after opportunities the big fund companies may miss.

Clients’ best
interests first.