Fixed Income Portfolios
Custom investment-grade bond portfolios
- Collaborate with your own dedicated Financial Consultant
- Get a custom bond portfolio built by a respected portfolio manager
- Meet your needs with taxable and tax-free portfolios
- Get ongoing support from a dedicated Financial Consultant
Why invest with Fixed Income Portfolios?
Building and managing a diversified bond portfolio takes time and specialized skills. With Fixed Income Portfolios, you get a professionally managed bond portfolio customized to your needs.
You get a dedicated Financial Consultant who works with you to determine your needs and supports you throughout your relationship
Based on your goals, a respected third-party portfolio manager builds a diversified bond portfolio for you from scratch
You own the individual securities in your portfolio, giving you full transparency into how your assets are managed
Choose taxable or tax-advantaged bonds, as well as actively managed or laddered portfolios with staggered maturity dates
Bond portfolio built for you
Collaborate with your dedicated Financial Consultant to tailor a bond portfolio based on your specific needs, risk tolerance, and timeline.
- Customize your bond portfolio with either investment-grade corporate bonds or municipal and US government bonds
- Choose from taxable or tax-free bond portfolios to help meet your tax-planning needs
- In an effort to deliver stronger returns, actively managed portfolios are adjusted in response to changing market conditions
- Laddered portfolios seek to minimize risk by purchasing bonds with staggered maturities. As bonds mature, the proceeds are reinvested in new bonds.
Choice, value, and control
You always have direct input into your investment strategy and how your assets are being managed.
- Get access to respected third-party portfolio managers and specialized strategies at competitive pricing
- Direct ownership of underlying securities lets you track investment activity and request adjustments if needed
- Blended annual advisory fees range from 0.65%–0.75% for actively managed and 0.35%–0.45% for laddered portfolios with no additional trading commissions or transaction fees charged by us
Professional bond management
Benefit from the specialized skills and experience of our handpicked third-party bond portfolio managers.
- Get access to respected portfolio managers, such as BlackRock, RNC Genter, Boyd Watterson, and Nuveen
- All the bond research, buying, and selling is done for you by a team of seasoned professionals
- Your portfolio manager will closely monitor your portfolio, making adjustments to help manage risk and keep you on track
Fixed Income Portfolios Pricing
|Account market value||Blended annual advisory fee|
|Actively Managed Portfolios||Laddered Portfolios|
|Next $1,000,000 and more||0.65%||0.35%|
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