Strategies to Suit Your NeedsStrategies picture

We are experienced in the full range of fixed income investment vehicles and have the ability to tailor a portfolio to each client’s specific guidelines.

Strategy Objective Typical Duration
Capital Preservation & Income The investment portfolio shall be invested with the goal of prudently earning the highest amount of income that can be achieved while preserving investment principal and ensuring that sufficient liquidity is available to meet all cash demands. < 1 yr
Short Broad Market To obtain a favorable total return versus the Barclays U.S. Aggregate 1-5yr index by investing in investment grade fixed income securities. Typical sectors employed by this strategy are Treasuries, Agencies, Corporates, and various Securitized bonds. Duration will be focused within 5yrs. 3 yrs
Intermediate Broad Market Benchmarked against the Barclays Intermediate U.S. Aggregate index, this strategy invests in investment grade fixed income securities with a duration range of 0 to 10yrs. Typical sectors employed by this strategy are Treasuries, Agencies, Corporates, and various Securitized bonds. 4 yrs
Investment Grade Core This strategy is benchmarked against the Barclays U.S. Aggregate Index and invests across all durations and investment grade sectors. 5 yrs