Our philosophy: simple and straightforward

We believe in the benefits of having an appropriate allocation of a client’s assets in fixed income securities, not only for the inherent return characteristics but as a mooring for an entire investment portfolio. Investors deserve portfolios designed around their individual circumstances and managed to their unique risk/return requirements. Clients who have achieved a certain level of wealth not only benefit from this, they expect it.

Decades of experience have taught us that active fixed income management is often most valuable in sectors, such as municipal bonds, that are a relatively inefficient asset class. Within the broad fixed income universe, it is our belief that “high grade” fixed income securities provide investors with the most predictable risk/return characteristics. Experience has also shown us that a portfolio's duration has the single greatest impact on performance and therefore should be managed within a highly disciplined process.