Fixed income is an important part of your strategic asset allocation. It reduces total portfolio risk by diversifying sources of return, and it can provide a steady income stream from interest payments. During our first planning session, our partners will sit down with you to determine the optimal fixed income allocation to help you reach your long- and short-term financial objectives.
Active Fixed Income Management
We don’t accept the passive approach that is commonly used in fixed income portfolio allocations. At Shorepoint, we understand that your income requirements, tax situation, liquidity needs and risk tolerance are unique. Your financial needs change over time. So do market conditions. We will make tactical and strategic reallocations to your fixed income position to realign it with these changes.
The core fixed income portion of your portfolio will typically be invested in U.S. governments, municipal and corporate bonds, and mortgage securities. We allocate among them based on market conditions, their relative attractiveness and your unique tax considerations.
Contact Shorepoint Capital
If you’re looking for an experienced and independent investment advisor who’ll customize a common-sense investment strategy designed to meet your goals, contact us to arrange a consultation with Managing Directors Tim Vanech and Luis Raposo, CFA.