With the goal of delivering attractive after-tax investment results, we construct portfolios of individual, high-quality fixed income securities to provide clients with current income and to mitigate portfolio risk.

Security types:

  • Corporate bonds – Corporate debt rated investment grade by at least one rating agency at time of purchase
  • Municipal bonds – Investment grade, intermediate-term municipal obligations issued by state and local authorities
  • Government bonds – U.S. government and other public-sector entities
  • CDs – Certiļ¬cates of Deposit within FDIC-insured limits at time of purchase


  • We monitor developments in the global economy and capital markets that influence bond prices, yields, and risk.
  • We establish parameters pertaining to quality (default risk), duration (interest rate risk), and liquidity that are unique to each client’s objectives.
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(502) 625-1005

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