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
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: Bloomberg Capital 5-Year Municipal Bond Index
Portfolio Manager: Kimberly C. Friedricks
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High Quality Intermediate Municipal Bond PortfolioA 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: Bloomberg U.S. Intermediate Government/Credit Bond Index
Portfolio Manager: Kimberly C. Friedricks