Bond Selection

Bonds are an essential part of an investor’s portfolio because they have the potential to deliver a stable cash flow with less volatility (more consistency) than the stock market. You can think of a bond as a paycheck—bonds pay interest in an expected amount, on a scheduled date.

We use the same research-driven approach to select bonds as we do to pick stocks. Longstanding relationships with bond dealers enable us to invest in individual bonds, not just bond mutual funds, so we can match specific bonds with the specific interests of each client.

The result is a portfolio tailored to preserve your principal and meet your specific income needs, time horizon, and tax situation.

Step One

Step Two

Partnering with our clients to grow and preserve their wealth through clear, sound, and trusted investment counsel.