Navigating Fixed Income in Volatile Times

The Fixed Income strategy is designed for a portion of a client’s portfolio focused on traditional fixed income exposure or yield. The objective is to obtain current income through a full interest rate cycle while being mindful of interest rate volatility through tactical allocations. The Fixed Income strategy seeks to deliver risk-adjusted returns and reduced volatility.



  • An actively managed fixed income strategy with reduced overall expenses
  • We believe proactive management may outperform passive strategies
  • Designed for someone seeking lower portfolio turnover experienced with other similar tactical strategies
  • Strategy attempts to provide current income with a tactical overlay



Download Fixed Income Fact Sheet