Our Services
Investment Advisory:
Fixed Income Services

We offer actively-managed tax-exempt and taxable individual bond portfolios designed to meet your specific investment needs. Managed by our in-house fixed-income team, our bond strategies are designed to achieve income and performance objectives by maintaining a commitment to:

  • Investment-grade credit rating
  • Intermediate maturity
  • High liquidity
  • Economic sector diversification

Fixed Income Philosophy

Investment Process

Municipal Bond Strategies

High-quality, intermediate-term portfolios that provide investors with current income exempt from state and federal income taxes, and seeks to preserve principal, produce low volatility, and provide a total return above the market index over a full economic cycle.

Asset Class: Intermediate Municipal

Primary Index: Barclays Capital 5-Year Municipal Bond Index

Portfolio Manager: Kimberly C. Friedricks

Download PDF files:

California Intermediate Municipal Bond PortfolioNational Intermediate Municipal Bond Portfolio
Intermediate Total Return Strategy

A high-quality, intermediate-term maturity portfolio that preserves principal and seeks to provide a total return above the market index over a full economic cycle.

Asset Class: Total Return Fixed Income

Primary Index: Barclays Capital Intermediate Government/Credit Index

Portfolio Manager: Kimberly C. Friedricks

Download PDF files:

Intermediate Total Return Portfolio