Fixed income securities appeal to investors that have a desire for long-term growth and cash flow, but little tolerance for risk. We maintain that all portfolios can benefit from a selection of fixed that are separate from the equity markets.

We assist our investor clients to develop well-allocated portfolios that include both fixed income funds and individual bonds. Those portfolios can realize stronger performance with active management that works to develop value and income over the long-term. Our fixed income team includes advisors that have acted as bond fund managers, analysts or traders. Our team members use their experience in bond markets to make bond recommendations that help our investor clients to meet or exceed their long-term financial goals.

Fixed income investments call for a greater emphasis on the distinctions between taxable and tax-advantaged programs. No common rule can guide every investor into one or the other of these categories. Instead, each investor’s unique circumstances and wealth management goals will drive the direction of a portfolio’s options with respect to tax treatment.