2016 Quarter 2 Review: Individual Taxable Bond Portfolio


2016 Quarter 2 Review: Individual Taxable Bond Portfolio

A separately‐managed account bond strategy that employs an active management discipline which strives for low volatility and enhanced risk‐adjusted returns through duration positioning, sector allocation, and security selection.    The portfolio is built around a long‐term strategic allocation that typically includes investments in high quality, investment grade corporate notes/bonds, mortgage‐backed securities, federal agency securities, and U.S. Treasuries.   Click link to read more…

NOTES_2016 2nd Quarter Review_Individual Taxable Bond