Constructing Client Portfolios with a Forward-Looking Approach.

Fixed Income Strategies

The philosophy behind FCI’s fixed income investment strategy is the belief that bond portfolios represent the more stable portion of an overall investment allocation and are primarily utilized to offset the volatility of riskier assets such as equities.

It is not our approach, therefore, to squeeze out the last bit of return from some of the less liquid or riskier corners of the bond market. Instead, our philosophy is to employ a time-tested disciplined investment process to construct a high-quality portfolio that is suitable for the given set of market conditions.

 

INTERMEDIATE FIXED INCOME STRATEGY

Investment Objective
FCI’s fixed income investment strategy seeks to deliver superior returns relative to the Barclays Capital Intermediate Government/Credit Index over a market cycle, while limiting the risk incurred by maintaining a high credit profile. We strive to consistently move the portfolio in the direction of best opportunities while reducing the potential of a significantly negative credit event.

Download Intermediate Fixed Income Strategy Tear Sheet

 

CORE FIXED INCOME STRATEGY

Investment Objective
FCI’s fixed income investment strategy seeks to deliver superior returns relative to the Barclays Capital Government/Credit A+ Rated Index over a market cycle, while limiting the risk incurred by maintaining a high credit profile. We strive to consistently move the portfolio in the direction of best opportunities while reducing the potential of a significantly negative credit event.

Download Core Fixed Income Strategy Tear Sheet

 

GOVERNMENT CREDIT FIXED INCOME STRATEGY

Investment Objective
FCI’s fixed income investment strategy seeks to deliver superior returns relative to the Barclays Capital Government/Credit A+ Rated Index over a market cycle, while limiting the risk incurred by maintaining a high credit profile. We strive to consistently move the portfolio in the direction of best opportunities while reducing the potential of a significantly negative credit event.

Download Government Credit Fixed Income Strategy Tear Sheet

 

TAX-ADVANTAGED PREFERRED STRATEGY

Investment Objective
Leveraging FCI’s corporate credit expertise, the objective of the strategy is to provide a superior investment alternative to a passively constructed preferred ETF portfolio. From a risk and return perspective, the objective is to outperform the iShares Preferred Share ETF (PFF) while delivering a lower risk profile. We believe that our preferred stock strategy can outperform the PFF over a market cycle.

Download  Tax-Advantaged Preferred Strategy Tear Sheet

 

ALL CORPORATE INCOME STRATEGY

Investment Objective
FCI’s fixed income investment strategy seeks to deliver superior returns relative to the Merrill Lynch Corporate Intermediate A+ Index over a market cycle, while limiting the risk incurred by maintaining a high credit profile. We strive to consistently move the portfolio in the direction of best opportunities while reducing the potential of a significantly negative credit event.

Download All Corporate Fixed Income Strategy Tear Sheet


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