2017 Quarter 2 Review: Individual Taxable Bond Portfolio

2017 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.

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NOTES_2017 2nd Quarter Review_Individual Taxable