Fixed Income Selection

A number of different criteria are taken into consideration when investing in fixed income securities for our clients. These include, but are not limited to, maturity, duration, yield, credit quality, current economic environment, and trading environment. We also take client specific needs into consideration when selecting fixed income investments. These include, but are not limited to, account registration, tax status, income requirements, time horizon, amount invested, and liquidity needs. Client specific criteria will dictate whether we select corporate and/or tax-free municipal bonds, short, intermediate and/or long term maturities, and/or the utilization of mutual and/or exchanged traded funds. Generally, a bond must be investment-grade-rated to be considered for purchase. Like our equity investments, fixed income securities are continually monitored and may be adjusted in order to meet our clients’ investment objectives.

See Portfolio Construction or Equity Selection.