Bond Portfolios Provide Balance

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
  • Municipal
  • Government-sponsored entity
  • Corporate bonds

Bond portfolios may be supplemented by other income-producing investments depending on individual circumstances.

  • Preferred stock
  • REIT
  • Master limited partnership