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Fixed Income Strategy

Personalized Portfolios Using Individual Securities

Our focus in selecting fixed income securities is primarily on credit quality and cash flow, while also providing yield generation. We believe that fixed income provides a strong foundation to a balanced portfolio; therefore, we reduce risk by investing in companies with low default risk. Taxable bond portfolios are constructed using US Treasuries, US Agencies or investment grade corporate bonds. We currently favor agencies and corporate bonds due to the low returns offered by US Treasuries.

Top Corporate Bond Holdings By Sector

Consumer Discretionary: 

Comcast Corp.

Consumer Staples: 

Anheuser Busch Inbev
Archer Daniels Midland Co.
Dignity Health
Mead Johnson Nutrition Co.


Canadian Natural
Enterprise Products
FMC Technologies Inc.
Magellan Midstream


Assured Guaranty
Brookfield Financial
CNA Financial Corp.
JP Morgan Chase & Co.
Suntrust Banks
Unum Group


AbbVie Inc.
Quest Diagnostics, Inc.


Ventas Realty Ltd.


Duke Energy
Entergy Tx

“List includes the top ten individual fixed income holdings by weight within a sample fixed income portfolio. Holdings are as of 12/31/2019 and subject to change. The specific securities identified and described within this presentation do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in the securities identified was or will be profitable.”

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