Fixed Income

  Our Fixed Income model compares all areas of the fixed income market to identify major themes in the fixed income market, have exposure to those themes that are controlled by demand and eliminate exposure to those controlled by supply. It is the dispersion of returns within the fixed income market that creates the opportunity for our process to identify strong trends to follow, as well as those critical to avoid.  We utilize a core satellite process that is determines whether taxable or tax free bonds make the most sense. Around the core we add satellite models that add excess returns to the overall performance of the portfolio.

We have specific taxable and state tax-free models to choose from.