Who We Are
Historically low interest rates and volatile markets require a new approach to safely maximize your fixed-income portfolio. Most investors are faced with the choice of investing in low yielding bond funds or taking excessive risk in exotic alternative investment products in an effort to meet their income needs.
Over 30-years of institutional fixed-income sales and trading experience with some of the largest, most sophisticated institutional managers in the world gives me a unique insight into the strategies and securities being used by these investors. I create customized, actively managed fixed income portfolios designed to help meet your specific fixed-income needs without the inherent performance and risk challenges of traditional and exotic fixed-income investment vehicles.
My client base includes individuals that are retired or nearing retirement whose goal is to maximize income, high net-worth individuals whose priority is capital preservation and small to medium sized institutions such as insurance companies, foundations or corporations looking for unique cash-flow and income strategies.
Recent Insights
Contact Us
