Fixed Income Portfolio and Asset Management
For clients seeking fixed income portfolio management, 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
Ready to talk to our wealth management team about the right fixed income portfolio for you? Contact us today.