Investment Capabilities
We craft customized investment grade fixed income and equity income portfolios to meet client goals, including sustainability commitments, while accommodating a variety of client requests.
Client-Directed Customization Capabilities
Our robust proprietary technology systems accommodate a wide range of client customizations, while seeking to keep portfolios in line with investment strategies. In addition, we welcome opportunities for crafting solutions not cataloged below. All proposed customizations are subject to feasibility testing and approval by the investment team to ensure they fall within acceptable parameters for our strategies. In some circumstances, customizations may not be combined and/or may require higher account minimums.
Tax-Aware Portfolio Management
For investors with tax considerations, our portfolio management team has a wealth of experience in navigating a range of tax circumstances on behalf of our clients, across the state and federal level. Learn more about our tax-aware fixed income solutions here.
More detail on our strategies is available here.
Investment Grade Fixed Income | Equity Income | ||||
|---|---|---|---|---|---|
Government Credit | U.S. Credit | U.S. Corporate | U.S. Treasury | Tax-Efficient Municipal | High Quality Dividend |
Sample Customizations
There is no guarantee that the strategies or customizations will achieve their objectives, lower volatility or be profitable. Client-driven modifications and customizations are subject to review and approval. Some modifications and customizations cannot be combined and/or require higher account minimums. All investments involve risk, including loss of principal. Diversification cannot assure a profit or protect against loss. No investment or risk management strategy can guarantee positive results or risk elimination in any market. Investments in values-aligned customizations are subject to proportionately higher exposures in certain types of risks.
Get more information on our product offerings
We partner with clients and their advisors/consultants to formulate bespoke solutions that align with each client’s investment guidelines and/or restrictions. Please fill out the form below and a member of our Client Relations team will be in touch.