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
Call 800-387-2331 or visit a branch to get started

$250,000

to get started

0.35%–0.75%

blended annual advisory fee
See details

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.

One-to-one support

You get a dedicated Financial Consultant who works with you to determine your needs and supports you throughout your relationship

Experienced manager

Based on your goals, a respected third-party portfolio manager builds a diversified bond portfolio for you from scratch

Direct ownership

You own the individual securities in your portfolio, giving you full transparency into how your assets are managed 

Flexible choices

Choose taxable or tax-advantaged bonds, as well as actively managed or laddered portfolios with staggered maturity dates

$

When you call, ask us for $600

We’ll reward you with a cash credit when you make a qualifying deposit to a Fixed Income Portfolios account.1   Call us at 800-387-2331  

When you call, ask us for $600

We’ll reward you with a cash credit when you make a qualifying deposit to a Fixed Income Portfolios account.Call us at 800-387-2331  

Bond portfolio built for you image

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
  • Select a laddered or actively managed portfolio based on your preferences for income generation and/or total return
Choice, value, and control image

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 0.35%–0.45% for laddered and 0.65%–0.75% for actively managed portfolios with no additional trading commissions or transaction fees charged by us
Professional bond management image

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

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