Fixed Income Solutions
Experienced Investment Team
A key driver of our ability to outperform is the individual and collective investment acumen of our portfolio managers.
Independent credit research
Our team of seasoned credit research analysts produces proprietary research and develops our internal credit ratings.
Risk management focus
Our risk management culture increases personal accountability and maintains the integrity of our processes.
Glenn S. Davis, CFA
"First and foremost, the team's focus is to help our clients achieve their long-term goals. Using our highly disciplined investment process, we deliver client-focused solutions."
Contact our Relationship Management Team
We have the expertise, tools and resources to build customized segregated solutions designed to meet specific client needs. We offer solutions that span the maturity spectrum including Core, Government, and Corporate bonds.
Active Fixed Income
- Extensive independent credit research
Internal rating, visibility horizon and security selection
- Sound yield and credit curve analysis
Duration management and yield curve positioning
- Strategic portfolio construction
Sector allocation and term structure
Segmenting your cash
Short-term use only (daily)
No short-term use requirements (>12 months)
Minimal short-term use requirements (6-12 months)