Overview
Philosophy
The Tax-Advantaged Fixed Income Strategy (“the Strategy”) has an objective to blend an efficient combination of fixed income assets in order to maximize after-tax income consistent with the client’s income requirements coordinated with their risk and volatility guidelines.
Process
The Strategy’s consistent, disciplined, quantitative investment process is driven by an experienced team with analytical acuity in evaluating and managing key quantitative risk attributes that are embedded in the portfolio and in the performance benchmark. In addition, specific tax-related consequences must be applied to each separate portfolio, including state income tax rates, annual net realized gain/loss position, and alternative minimum tax application. The individual nature of each client’s asset base and risk/volatility tolerance must be carefully evaluated and factored into establishing a proper portfolio structure and will ultimately impact performance.
Commentary