Fixed Income

We implement a top-down analytical approach focused on actively managing portfolio duration risk, yield curve positioning, market segment allocation, and active security selection.

Our fixed income solutions include both taxable and tax-exempt strategies that serve clients’ needs across the maturity spectrum. We also build custom fixed income strategies designed to help our liability-focused clients efficiently accomplish their unique goals and objectives.

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Taxable Strategies


We offer a suite of taxable fixed income strategies across the maturity spectrum ranging from cash management to diversified core portfolios. Each strategy is managed through a top-down investment approach designed to deliver strong risk-adjusted returns.

The investment team works within established constraints to maintain broad diversification while implementing each strategy with highly liquid cash bonds that pass our strict credit and structural analysis.

Tax-Exempt Strategies


Our tax-exempt fixed income portfolios are designed to meet a wide array of client objectives and can be customized based on quality and state preference. The key to our municipal investment process is avoiding exposure to investments which are

not supported by strong fundamentals, as well as issues that reside in regions with clear macro and fiscal risks.


Featured Insights

Fixed Income

Sage Advice Taxable Quarterly Market Review 4Q2017

In 2017 we benefited from holding a curve flattening bias, or a more bar-belled Treasury and credit allocation, we have eased this back, seeing value in shorter-dated segment...

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Fixed Income

Sage Advice Municipal Quarterly Market Review 4Q2017

With Tax legislation at the forefront of Municipal issuers and investors minds, the market experienced a historic rush to market in December. However, Muni’s have...

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Fixed Income

Fixed Income Perspectives Presentation December 2017

Explore this month’s market environment including key macro risks, fed policy expectations, US treasury rate status, and global economic growth.

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