Fixed Income Strategies

Bonds provide investors with a wide range of investment opportunities than can complement a portfolio. Also known as fixed income investments, bonds are loans investors make to issuers.

Adding fixed income investments to a portfolio can result in an important level of diversification to other types of higher risk investments. Fixed income investments can help serve some very specific investment needs, such as providing regular monthly retirement income. Many investors seek out the possible tax-exempt status of certain types of fixed income investments. We have access to some of the industry’s most experienced fixed income research and trading desks, and can provide you with an array of fixed income products to help address your needs.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.