At The Dellinger Group, we seek to generate above market yields by taking advantage of the inherent inefficiencies in the bond market. The cornerstone of our strategy is investing in highly-rated bonds below the minimum size investment threshold for larger institutions. Due to smaller size, bonds will trade at a discount to current market prices resulting in higher yields for our clients.
The portfolios are individually designed and managed to meet each client’s unique income needs, risk tolerance, and investment goals. Unlike most advisors, we actively manage each portfolio and adjust for changes in market conditions, new opportunities and client needs.
