Why Invest in Fixed Income?

Fixed income investments are part of every well-balanced portfolio and can benefit you in three main ways.

 

Diversify Equity Risk

While bonds haven’t historically provided long-term returns as high as equities, they provide stability and reduce portfolio volatility, while still providing an income stream.

Generate Income

Bonds provide a fixed yield when held to maturity and tend to offer the most reliable cash streams with regular interest income and the potential to generate capital gains whenever interest rates move lower.

Preserve Principal

Bonds have a “pull to par” effect on prices when held to their fixed maturity date. They also rank higher in the capital structure than other securities and get repaid first, should a credit event occur.

Investment Strategies

We offer a diverse mix of investment strategies across multiple asset classes. An investment portfolio can be customized to meet your specific financial targets, volatility tolerance, and liquidity preference.