Philosophy
For clients seeking both capital appreciation and fixed income, we combine our value equity strategy with our proprietary fixed income strategy to create the appropriate asset allocation. We customize our fixed income investment strategy to meet two objectives: generate income and preserve capital.
Income and Growth
To meet capital appreciation requirements, a portion of the portfolio's assets will be invested in a diversified equity portfolio. The fixed income portion of the portfolio that is invested in various maturities (10 years or less) will primarily reflect a client's specific liquidity, income and risk preferences. Depending on the yield curve, we invest in U.S. Treasury securities, U.S. government agency securities, or investment grade corporate or municipal securities rated "A" or higher by the major bond rating services.
