Fixed Income Solutions designed to support client financial planning goals and asset gathering.
Our Mission
To help independent Registered Investment Advisors (RIAs), Multi-Family Offices (MFOs) and Institutional Investors retain control of their client relationships while delivering better fixed income outcomes through customized portfolios, trading support and planning-aligned strategies.
Why we exist
Many advisors, portfolio managers and CIOs may be:
Relying on Bond ETFs that don’t reflect client goals or financial plans
Managing legacy fixed income in SMAs with unclear risk or drift
Allocating time and resources on bonds without a scalable process
Missing structural and tactical opportunities to add yield or reduce volatility
Don’t give up on creating a competitive edge in Fixed Income. We can help:
Diagnose current fixed income exposure in existing portfolios
Identify inefficiencies in portfolios and risks in particular holdings
Conduct fundamental credit research in the context of top down views
Deliver vetted ideas for inclusion or removal from bond portfolios
Construct custom bond portfolios tailored to client financial planning goals
Support trading and aggregate orders where possible for better execution
Manage fixed income portfolios to duration, credit quality and sector preferences
Our Motto - “You Can’t Afford No To”
We dig deep to reveal risks that you may not have known exist or were unsure how to manage, while delivering clarity that you may not have thought was possible. We don’t replace your portfolio management - we simply strive to enhance it with our specialty in fixed income and private markets. We operate behind the scenes so you stay in front and center with your clients.
Who we help - Advisor Avatars
The ETF-Reliant Advisor
“I use bond ETFs, but my clients are asking for more tailored fixed income solutions.”
Wants a cost-effective custom solution that aligns with client financial planning goals.
The Legacy Portfolio Advisor
“We have existing client portfolios and SMAs with fixed income that we could actively review better.”
Wants fixed income optimization and control without staffing a bond desk.
The Growing Advisor
“We are adding clients with income needs but cannot scale bond research and portfolio management while focusing on clients.”
Wants trade ideas and model portfolio support across multiple clients and accounts.
The Financial Planning-centric Advisor
“I want fixed income to serve my clients financial plan, not the market.”
Wants custom bond portfolio to support retirement, income and financial planning goals.