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: 

Archer Daniels Midland Co.
Lear Corp.
Mead Johnson Nutrition Co.
Staples Inc.
Tech Data Corp.

Energy: 

ConocoPhillips
Enterprise Products
FMC Technologies Inc.

Financials:

Barclays Bank
Brookfield Financial
Duke Realty
JP Morgan Chase & Co.

Healthcare:

AbbVie Inc.
Dignity Health

Insurance:

Aon
Assured Guaranty
Chubb Corp.

Materials:

MeadWestvaco Corp.

Utility:

Public Service Co. of Oklahoma

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