Skip to Content

Fixed Income

How the power of Fixed Income investments works within your portfolio

Our objective is to help you meet your long-term goals by preserving your wealth while providing market-appropriate capital appreciation and income.

Our Approach

A robust team of investment professionals totally dedicated to fixed income working collaboratively to deliver cost-effective and risk-managed solutions backed by their comprehensive, real-time insights into rate, credit and securitized product markets.

These fixed income portfolios adhere to your time horizon, risk tolerance, governing state for taxes and need for income and capital preservation. They systematically monitor portfolio risk and return against benchmarks and adjust allocations and investments. 

Core actively managed strategies implemented as separately managed accounts include:

  • Taxable: Short, Intermediate, Aggregate Bond, Corporate Laddered
  • Tax-exempt: Short, Intermediate, Full Municipal, Municipal Laddered
  • Crossover (combining taxable and tax-exempt): Short, Intermediate, Full Curve
  • Liquidity Solution (taxable or tax-exempt): Liquidity Focus, Cash Focus, Ultra Short, Bond
  • Common Trust Funds (taxable, tax-exempt, crossover, state-specific)

Fully customized solutions include State-specific Tax-exempt, Opportunistic, Socially Innovative, Liquidity, Sovereign and High Yield strategies.

Services

Portfolio Construction and Management

Our objective is to help preserve your wealth while providing market-appropriate capital appreciation and income.  Your portfolio will be designed through a collaborative, team-based approach that aligns with the direction of the Chief Investment Office (CIO).

Research and Trading

The CIO portfolio managers, research analysts, and trading desk work together to evaluate a broad range of market and implementation considerations.  We seek best execution while constructing well-diversified portfolios designed to minimize the effects of market volatility.

Ongoing Monitoring and Risk Management

We monitor performance to help ensure adherence to your goals and objectives.  Therefore, consistent with our core principles, the fixed income team is as highly focused on managing the downside, as capturing the upside.

 

Related Solutions

Impact Investing for Individuals

Aligning your investments with your social and environmental values

LEARN MORE

Manage Wealth

Deposit, credit and investment solutions to help grow & manage your personal finances. 

Start Exploring

Cash & Liquidity Management

Treasury management & fixed-income strategies to help optimize your cash flow.

SEE HOW

Related Insights

Back to Top