My Financial Goal(s): Increase my income

An ESG global bond and fixed-income strategy focused on long-term income from bonds and debt instruments issued by companies that meet strict ESG standards.

A world bond strategy that allocates 40% or more to foreign debt, primarily from developed markets. May include up to 20% in lower-quality bonds. Seeks income.

Invests in high-quality U.S. bonds with durations under one year. Excludes high-yield and international bonds. Seeks capital preservation and liquidity.

Seeks current income while minimizing price fluctuations. Uses wrap agreements to protect share value and reduce interest-rate volatility.

Primarily invests in investment-grade U.S. fixed-income securities. Duration ranges from 1.0 to 3.5 years. Designed for conservative investors.

A conservative bond strategy focused on short-term, investment-grade U.S. debt (1.0–3.5 yr durations), offering low volatility and reduced interest-rate sensitivity.

An income-focused strategy investing primarily in preferred stocks and perpetual bonds, with higher credit risk and longer duration than typical bond portfolios.

A tactical bond strategy using global fixed-income securities and derivatives like credit default swaps to seek income while minimizing short-term volatility.

A diversified multisector bond strategy investing across government, corporate, foreign, and high-yield sectors. Focused on generating current income, it typically holds 35%–65% in speculative-grade debt.

A long term bond portfolio emphasizing investment-grade U.S. corporate and fixed-income securities, designed to generate income while accepting higher interest rate sensitivity due to extended durations.

A long-duration bond strategy focused on U.S. government and agency-backed securities, aiming to minimize credit risk while accepting higher interest rate sensitivity for potential income.

An investment-grade bond strategy targeting intermediate durations, designed to balance income and interest rate risk by focusing on high-quality U.S. fixed-income securities.

A government bond strategy focused on stability and income, with intermediate durations and low credit risk by investing primarily in U.S. Treasury and agency-backed debt.

A fixed income strategy focused on preserving purchasing power through bonds whose principal adjusts with inflation, primarily issued by the U.S. Treasury.

A high yield bond income strategy focused on U.S. bonds rated BB or below, offering higher yield potential in exchange for greater credit and economic risk exposure.

An emerging markets local currency bond strategy investing in emerging market debt denominated in local currencies, seeking income and currency exposure across Latin America, Eastern Europe, Africa, and Asia.

A global emerging markets bond strategy focused on generating current income through diversified exposure to debt securities issued by emerging market countries worldwide.

A corporate bond strategy seeking higher income by focusing on U.S. and foreign company-issued debt, including a meaningful allocation to high-yield securities.

A floating-rate strategy focused on generating high current income by investing in bank loans that adjust with short-term interest rate benchmarks.

An infrastructure equity strategy investing over 60% in companies involved in transportation, utilities, energy midstream, construction, and logistics, with balanced exposure across market capitalizations.

A short-duration, single-state municipal bond strategy focused on preserving capital while providing tax-free income for residents of the issuing state.

A long-duration, single-state municipal bond strategy designed to provide tax-free income at both the federal and state level for residents of the issuing state.

A single-state municipal bond strategy targeting intermediate-term bonds—offering tax-free income at both federal and state levels for residents of the issuing state.

A Pennsylvania municipal bond strategy focused on delivering tax-free income at both the federal and state levels—designed for residents seeking reliable, tax-efficient income.

An Ohio-focused municipal bond strategy designed to deliver tax-free income at both the federal and state levels, ideal for residents seeking steady, tax-efficient cash flow.

A long-duration New York municipal bond strategy delivering federally and state tax-free income, designed for residents seeking higher yields and willing to accept greater interest rate sensitivity.

A New York-focused municipal bond strategy offering federally and state tax-free income, built on intermediate-duration bonds to meet income needs with modest interest rate risk.

A state-specific municipal bond strategy designed to generate federally and New Jersey tax-free income, using diversified bond durations to meet income-focused goals.

A short-duration municipal bond strategy focused on preserving capital and generating federally tax-exempt income, with broad diversification across states and sectors.

A long-duration municipal bond strategy designed to produce federally tax-exempt income, with diversified exposure across states and sectors to reduce risk while targeting higher yields.

A diversified municipal bond strategy focused on generating federally tax-exempt income, with intermediate-duration holdings across states and sectors to reduce risk and enhance stability.

A Minnesota municipal bond strategy designed to deliver federally and state tax-exempt income through diversified bond durations, prioritizing consistent, tax-efficient cash flow.

A Massachusetts municipal bond strategy focused on generating federally and state tax-exempt income through diversified bond durations, offering stable, tax-efficient cash flow.

A California-focused municipal bond strategy seeking high tax-exempt income through long-duration bonds, offering greater yield potential with increased interest rate sensitivity.

A California-focused municipal bond strategy designed to generate federally and state tax-exempt income through intermediate-duration bonds, offering stable returns with low volatility.

A high yield municipal bond strategy focused on generating high levels of tax-free income by investing in below-investment-grade or unrated high-yield municipal securities.

A multi-currency strategy that invests across global currencies using money market instruments, derivatives, and cash, combining both systematic and discretionary currency trading approaches.

An income strategy that generates return primarily through the collection of premiums from option writing of covered calls, cash-secured puts, and volatility-based trades.

A single-currency strategy that seeks exposure to one currency using short-term money market instruments, derivatives, and cash deposits for targeted currency positioning and risk management.

A volatility trading strategy that treats volatility as an asset class, using directional and arbitrage approaches to profit from changes in implied volatility across asset classes, targeting short-term gains.