Fixed-income securities generally offer less volatility than stocks and can help you diversify your investment portfolio. Whether you’re a growth-oriented investor or you are seeking a steady stream of income, your financial adviser and wealth manager have direct access to a broad array of fixed-income products that they will use to build and manage your portfolio.
Bonds & Fixed Income
When you invest in fixed-income securities, you are making a loan in exchange for a promise of receiving interest or dividend payments and the return of your principal at the end of the security’s term. Bonds issued by the U.S. government are guaranteed as to the timely payment of principal and interest if held to maturity; other bonds are not guaranteed and carry varying degrees of credit risk. Your investment team will analyze risk based on your goals and objectives. They have constant direct market access to US and European corporate bonds, US government securities, US Municipal bonds, non-US Sovereign bonds in Asia and Europe, fixed income futures and fixed income options. Fixed-income securities are also subject to interest rate risk.
Asset Allocation ▸
Our wealth and portfolio managers seek to create value through long-term strategic benchmark asset allocations and security selection.