Subadvisory Services

Subadvisory Services

Objective

We seek to maximize a sustainable dividend stream for our clients while minimizing volatility using a long-term, tax-efficient total return approach.

Overview

FEEL CONFIDENT IN OUR EXPERIENCE
Leverage the market savvy of a team with a proven track record running a cumulative $25B+ in total fixed income assets and managing bond desks at top firms like Thornburg and Vanguard.

TAKE ADVANTAGE OF OUR FLEXIBILITY
Every relationship is tailored to your unique needs—from trading only to discretionary management. You can completely outsource your fixed income trading desk, supplement your in-house desk, or assign us a specific sleeve or asset class to manage on your behalf.

GET THE TRANSPARENCY YOU DESERVE
Our fixed income team is always accessible, offering you their unvarnished view of the market’s risks and opportunities, and providing unobstructed transparency into their strategies.

TREAT US AS AN EXTENSION OF YOUR OWN TEAM
We can serve as your own in-house fixed income desk, or work hand in glove with your existing team, providing color, helping to locate hard-to-find issues, and ensuring best execution for your trades.

TAP INTO OUR EXTENSIVE BROKER NETWORK
We maintain relationships with an extensive broker network, giving us access to a large inventory and enhanced liquidity.

STRENGTHEN YOUR BUSINESS CONTINUITY PLAN
We can serve as an alternative backup plan to smooth your operations in case of business interruption.

Portfolio Managers

Characteristics

  • Investment Policy Design
  • Strategic Asset Allocation
  • Research
  • Securities Selection
  • Trading
  • Quarterly or Annual Rebalancing
  • Ongoing Monitoring