Short Duration | Investment Grade Only SMA

Launch of strategy: January 1, 2009   |  Account minimum: $250,000

The strategy is designed for investors interested in a shorter maturity profile which has a fixed allocation of 100% Investment Grade securities in the portfolio. A bottom-up approach identifies investment opportunities that represent the most attractive value with strong prospects for consistent income and growth. The overall average credit rating objective is A- with a targeted maturity range of 3 – 5 years. The portfolio is diversified across 15 – 20 equally weighted issues and generally limited to a maximum of 15% per industry sector.

Liquidity and safety are enhanced by investing only in bonds with an initial issue size generally in excess of $100,000,000. We access over 30 institutional broker/dealers seeking competitive bids and offerings. This trading network provides all of our clients with best pricing. A strict sell discipline is employed within the strategy.