Client portfolios are tailored with an eye towards income requirements and individual tax circumstances — and to provide a critical degree of safety. After evaluating the relationship between risk and after-tax yield, portfolios are constructed using a laddered approach.
We invest in short- to intermediate-duration investment grade bonds and typically hold them to maturity.
- Government-sponsored entity
- Corporate bonds
Bond portfolios may be supplemented by other income-producing investments depending on individual circumstances.
- Preferred stock
- Master limited partnership