“My principles are more important than the money or my title.”
Muhammad Ali
The highest quality government, municipal and corporate bonds with both short and long-term maturities can be used in the portfolios. In most cases, after-tax yield, income requirements and preservation of capital are the primary considerations in our fixed income strategy. In certain situations we will use preferred securities as a way to provide additional income for a clients portfolio. A balance of fixed income (bonds) and preferred securities is the optimal way to achieve a clients income needs. We may on occasion use fixed annuities if fixed rates are attractive and principal protection is our primary goal.