Taxable Fixed Income
Strategy Description
The objective of the Taxable Fixed Income strategy is to provide current income and preserve capital by investing in a broadly diversified portfolio of bonds and ETFs. The portfolio invests in highly liquid U.S. government, municipal and corporate debt, and international bonds denominated in foreign currencies.
Key Benefits
- Goal of capital preservation with investment grade quality bonds
- Stable cash flow income
- Full liquidity of assets
- Broad diversification in multiple bond asset classes across multiple sectors
- Hedge against inflation with a material allocation to Inflation Protected Securities
- Hedge against US dollar with foreign bonds