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.

Fixed Income Philosophy

Fixed Income 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:

High Quality 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