Fixed Income Portfolios

Professionally managed bond portfolios

  • Collaborate with your own dedicated Financial Consultant
  • Get a laddered bond portfolio built by a respected portfolio manager
  • Tax-free bond portfolios available
To get started, call 800-387-2331 or visit a branch.

$250,000

to get started

0.35%–0.45%

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

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

How much does it cost?

Fixed Income Portfolios Pricing

Account market value Blended annual advisory fee
  Laddered Portfolios
First $1,000,000 0.45%
Next $2,000,000 0.40%
Next $1,000,000 and more 0.35%

Annual Fee Calculator

Enter your initial investment amount to calculate your fee

Minimum investment: $250,000

Laddered Portfolios

Annual fee*

*Based on 0.35%–0.45% blended annual fee

Have questions? Call us at 800-387-2331 or visit a branch.

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