Taxable Fixed Income

Investment approach

Our high grade fixed income strategies are designed to address the needs of intermediate-sized institutions and tax-exempt entities. Our investment process seeks to deliver benchmark-like returns with less volatility than mutual fund alternatives. Our portfolios are notable for their transparency, liquidity, and sector specific strategy implementation.

Key Characteristics

  • High Quality
  • Transparency
  • Relative Return Focus
  • Risk-Management
  • Preservation of Capital
  • No exposure to Asset-Backed Securities, Commercial Mortgage-Backed Securities or Structured Products