ASSET ALLOCATION

Objective:

• To provide objective and customized fixed income design for our clients.

Implementation:

• Examine economic environment, volatility and correlations of many fixed income classes including municipals, US Treasuries, Agencies, CMO’s, GNMA’s, CMBS’s, Corporates, ABS, Preferred’s and international government bonds.
• Analyze each client’s specific requirements for liquidity and income, as well as risk tolerance and real return objective.
• Present an asset allocation recommendation that matches client’s specific goals and needs.
• Final discussion with client prior to implementation.
• Ongoing dialogue with clients to ensure the implemented strategy remains consistent with the client’s needs.