Product Offerings

 

ENHANCED CASH
Provides high levels of current income with minimal fluctuation in principal. Emphasizes the use of high quality short-term securities with an average portfolio maturity of 9-15 months. Average maturity generally does not exceed one year.

LIMITED DURATION
Emphasizes the use of high quality short-term securities that mature in less than three years and have an average portfolio maturity of 12-24 months. The average interest rate sensitivity or fluctuation in principal is equivalent to one or two-year treasury security. Average maturity generally does not exceed two years.

INTERMEDIATE MUNICIPALS
Generate high levels of current income with moderate fluctuations in principal.  Emphasizes the use of high quality, municipal securities in the 3-12 year maturity range, with a particular focus on the 3-7 year sectors.  Duration generally  remains in the 3-6 year range.

INTERMEDIATE TAXABLE
Actively manage a combination of strategic, value-oriented strategies (sector allocations and controlled duration management) while tightly controlling risk profiles. Uses Treasuries, Agencies, Corporates, Mortgages, Asset-Back’ds. Duration generally remains in the 3-4 range.

CORE
A multi-sector strategy that seeks high levels of income & price appreciations. Emphasis is on the use of longer maturities complemented by active duration management strategy. Clients should have longer duration profile relative to standard profiles.

DIVERSIFIED INCOME STRATEGY
A multi-sector strategy that seeks high levels of income & price appreciations.  Emphasizes the use of credit (both investment grade & high yield) complemented by active duration management strategy. Clients should have higher risk-tolerance profile relative to standard profiles.

LONG CORPORATE
Generates high levels of current income via a highly diversified portfolio of investment grade credits. Focusing on maturities of 5 - 30 years. Investors should have extended time horizon for investment.