As a money manager, you take pride and ownership in how you handle your client’s portfolio. So do us. With a research team staffed with CFA charter holders and former money managers, we excel at evaluating portfolio composition and identifying relative value in the marketplace. Our analysts, among the most experienced and knowledgeable in the industry, keep a watchful eye on developments in the agency, mortgage-backed, corporate, and municipal markets. We provide strategies for your portfolio based on factors including curve position, asset allocation/security selection, and duration of management, offering a variety of market research and strategy reports to communicate ideas and monitor performance. Fixed Income clients also value the wisdom of our consulting economists, who monitor interest rates and key indexes to report their economic forecast monthly. We match all of this expertise with a superior level of customer service that puts your best interests first.