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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.
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.
More detail on our strategies is available here.
Investment Grade Fixed Income |
Equity Income |
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Government Credit |
U.S. Credit | U.S. Corporate | U.S. Treasury *Sustainable option not available |
Tax-Efficient Municipal | High Quality Dividend |
Duration Options: Short, Limited, Intermediate, Long, Broad
Benchmark
Sector Exposure
Credit Quality
Ticker Screens
Target Maturity
Liquidity Management
Tax-Aware Crossover
Liability Driven Investing
Client-Directed Rebalancing
Faith-Based
Catholic Values
Environmental
Social
Custom Screening Requests
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.
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 Consultant Relations team will be in touch.
Fill out the form below to get more information on our product offerings.
