Bond Investing Strategies

The Core Bond Investment Strategy focuses on high quality investment grade corporate bonds, municipal issues (where appropriate), CDs, Agencies, and Government debt.  The backbone of the income portion of  portfolios  consists  of a  laddered  bond  portfolio:  a  succession  of  individual  bond  positions  from varying issuers and industries with a series of sequential maturities.  This process allows us to help mitigate interest rate risk while providing a steady cash flow for distribution and reinvestment as diversification is achieved across the yield curve. We focus on relative risk adjusted yield and will control average maturities and duration (expected interest rate sensitivity) in accordance with our economic and interest rate outlook.

Strategic Tactical Bond Strategies can be added to round out the bond bucket of client portfolios by adding yield and other exposures.  Learn more about Tactical Bond Strategies here.