Our in-depth proprietary research and rigorous credit analysis identifies compelling high-quality fixed income opportunities while proactively managing risk.
Seeks to maximize after-tax returns by employing a disciplined, relative value approach customized to the clients’ state of residence and risk tolerance.
A top-down, macro approach is utilized when determining sector, duration, and term structure decisions:
Bottom up security selection focuses on credit fundamentals and security structure
Proprietary research and credit resources are leveraged to manage credit risk
Opportunistically find value in mispriced bonds
Maintain high overall credit quality
All investments involve risk, including risk of loss and there is no guarantee investment objectives will be met.