What if I need a bond (fixed income) portfolio or other special holdings?
Our philosophy is that equity investments are for growth; fixed income investing has a vital mission all its own: to control overall volatility in a portfolio and provide a stable financial base. It should act as the vehicle for steady, reliable income and contingency reserves. We address your fixed income needs as an integral part of your overall portfolio as well as by considering the special needs, characteristics and (often hidden) costs inherent in the bond market. If a custom bond portfolio makes sense for you, we build one for you based on analysis of each bond's full range of characteristics (sector, maturity, credit rating and more).
Through our relationship with BAM Advisor Services LLC, we have access to strategic fixed income resources and a network of local and national bond dealers that help ensure a wide range of security availability as well as fair and competitive institutional level pricing for you.