Fixed Income Portfolios
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
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 laddered municipal bonds
- Tax-free bond portfolios to help meet your tax-planning needs
- 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 a respected third-party portfolio manager 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 0.35%–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 a third-party bond portfolio manager.
- 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|
|Next $1,000,000 and more||0.35%|
Explore more investing solutions
Professionally managed portfolios with $25,000 minimum
Work with a Financial Consultant to get a tailored portfolio of mutual funds and ETFs that’s managed for you.
Automated investment management
Get a diversified portfolio that’s monitored and managed for a low annual advisory fee of 0.30% and $500 minimum.