Strategies: Be Different. Invest Smart.

Tactical Fixed Income

Strategy Description

The objective of the Tactical Fixed Income model is to provide for current income and to preserve capital by investing in a broadly diversified portfolio of bonds. The portfolio provides exposure to U.S. government bonds, investment grade corporate bonds, high yield bonds, treasury inflation protected securities (TIPS) and international bonds denominated in foreign currencies.

Request Information
View Case Studies

Key Benefits
  • Goal of capital preservation with investment grade quality bonds
  • Stable cash flow income
  • Full liquidity of assets
  • Broad diversification in multiple bond asset classes across multiple sectors
  • Hedge against inflation with a material allocation to Inflation Protected Securities
  • Hedge against US dollar with foreign bonds