Fixed Income Management

Institutional Access to Munipal Bond Marketplace

ACG sources bonds from several brokers/dealers.

Disciplined Portfolio Management

Portfolios are managed against specific benchmarks and relative to a client’s unique Investment Policy Statement.

Tax Efficiency

Portfolios are constructed to optimize after tax returns where appropriate.

Credit Research

Our portfolio manager has 16 years of experience and has traded and analyzed most types of credit situations.

Strategy

• Management of interest rate exposure (average maturity/duration)
• Controlled use of credit risk (quality, issue selection and sector allocation)
• Oversight of portfolio structure (cash flows and optionality-calls, sinks and puts)