Our approach to managing bond portfolios is distinguished by the degree of portfolio customization we enable for our clients. Within an overall philosophy that emphasizes preservation of capital, we offer three alternative portfolio structures. A liquidity-driven strategy for clients seeking low volatility and ready access to capital. An income-driven structure intended to maximize monthly cash flows. And between these two extremes, we execute a “core” approach that strikes a balance between liquidity and income objectives.
We control risk in all of our fixed income endeavors by adhering to the following basic principals:
- Investment Grade Credits
- Staggered Maturity Structures
- Customized Maturity Limits
Fixed Income Overview- 1st Quarter '08
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