We offer a flexible separately-managed-account (“SMA”) solution, allowing investors to maintain transparency, liquidity and control over their existing portfolios. These portfolios are fully customizable for state specific purposes, duration and income.
Our assessment will look at your fixed income holdings from an overall portfolio standpoint while taking into consideration profit and loss opportunities, current relative values, and interest rate risk. We will offer our view and thoughts regarding potential actions. Investors should always seek the counsel of their tax advisory prior to taking actions.
Get a fixed income portfolio review that will assess a portfolio’s current sensitivity to both interest rate and credit risks.