We have a deep fixed income background and advise on a variety of security types including corporate, municipal, U.S. Treasury and federal agency bonds and high-quality (AAA) mortgage-backed securities.

To maximize long-term returns, we choose where to invest on the yield curve, balancing interest rate risk with current yields. For many clients, we build laddered bond portfolios to spread out risk, achieve needed current income, and provide for a steady cash flow. We seek to maximize the after-tax returns for our clients by incorporating tax planning.

We analyze the yield curve, evaluate spreads, check the credit of each investment, and build portfolios of the most attractive issues. For corporate bonds, we build on the company analysis done in our equity selection process to further scrutinize issuers and determine if we can find value in their debt.

We diversify fixed income portfolios by issuer, maturity, and quality rating. We select these securities based on our forecast of the yield curve to build portfolios that will perform best in the coming economic climate.