Bonds & Fixed Income Management
Generate steady income and preserve capital through professionally managed bond portfolios. Our fixed income strategies provide predictable returns, tax advantages, and downside protection for conservative investors.
Fixed Income Performance
Bond Investment Options
We offer comprehensive fixed income solutions across government, corporate, municipal, and international bonds.
US Treasury bonds, bills, and notes providing safety and liquidity with government backing.
- Treasury bonds & notes
- TIPS inflation protection
- I-Bonds for inflation
- Zero-coupon bonds
Investment-grade corporate debt offering higher yields than government securities.
- Investment grade bonds
- High-yield opportunities
- Convertible bonds
- Sector diversification
Tax-advantaged municipal securities ideal for high-income investors.
- Tax-free income
- State-specific bonds
- Revenue bonds
- General obligation bonds
Global fixed income exposure with currency diversification benefits.
- Developed market bonds
- Emerging market debt
- Currency hedging
- Global diversification
Fixed Income Strategies
Proven methodologies to optimize income while managing interest rate and credit risk.
Bond Laddering
Systematic maturity scheduling to manage interest rate risk and provide regular income.
Duration Management
Active duration positioning to optimize returns while managing interest rate sensitivity.
Credit Analysis
Rigorous credit research to identify value while avoiding default risk.
Yield Optimization
Maximize income through sector rotation and opportunistic positioning.
Navigating Interest Rate Cycles
Our experienced team has successfully managed fixed income portfolios through multiple interest rate cycles, adapting strategies to protect capital and maintain income in changing environments.
Rising Rate Protection
Shorter duration bonds and floating-rate securities to minimize price volatility
Falling Rate Opportunity
Longer duration positioning to capture capital appreciation potential
Inflation Hedging
TIPS and I-Bonds to maintain purchasing power in inflationary periods
Current Market Positioning
Client Success Stories
See how our fixed income strategies have provided steady income and capital preservation for our clients.
"The municipal bond strategy has been perfect for my retirement income needs. Tax-free income of 4.2% annually has exceeded my expectations while preserving capital."
Margaret Thompson
Retired Physician
"Dustin's corporate bond selections have provided steady 6.8% yields while maintaining excellent credit quality. Great balance of income and safety."
David Kim
Business Owner
"The fixed income laddering strategy provides predictable cash flows perfect for my clients' estate planning needs. Professional execution and great communication."
Patricia Williams
Estate Planning Attorney
Frequently Asked Questions
Common questions about our fixed income investment services and bond portfolio management.
What is the minimum investment for fixed income management?
Our fixed income management services start at $250,000 for bond portfolios and $500,000 for customized bond ladders. This ensures proper diversification and access to institutional-quality bonds.
How do you protect against rising interest rates?
We use several strategies including duration management, bond laddering, floating-rate securities, and TIPS to protect against interest rate risk while maintaining income generation.
What fees do you charge for bond management?
Fixed income management fees range from 0.85% to 1.25% annually depending on portfolio size and complexity. We also pass through bond transaction costs at institutional rates.
Do you invest in high-yield bonds?
Yes, we selectively use high-yield bonds for clients with appropriate risk tolerance. These typically represent 10-25% of fixed income allocations and focus on higher-quality credits.
How do municipal bonds provide tax benefits?
Municipal bond interest is generally exempt from federal taxes and state taxes for residents of the issuing state. For high-income investors, this can result in significant after-tax yield advantages.
What is your approach to credit risk management?
We maintain strict credit standards with 85%+ investment grade bonds, diversify across issuers and sectors, and continuously monitor credit ratings and fundamentals to minimize default risk.
Start Building Your Fixed Income Portfolio
Schedule a consultation with our fixed income specialists to discuss your income needs and learn how our bond strategies can provide steady returns and capital preservation.
$250,000 minimum investment • Tax-optimized strategies • Institutional bond access