Fixed Income Portfolios

For clients whose needs are solely for income-generating securities, we construct portfolios using treasury, agency, municipal, and corporate bonds, preferred stocks, and convertible securities. We seek to create an optimal portfolio by selecting the most appropriate combination of specific issuer, quality, maturity, coupon, call terms, and other features. We consider carefully the special needs of each individual client, as well as the outlook for interest rates and the technical structure of the fixed income market.