The fixed income program is designed to provide interest income.  This includes investments like FDIC insured bank certificates of deposit, United States Treasuries, corporate bonds, inflation protected bonds, and money markets.

    Structuring a fixed income portfolio that meets your unique needs is challenging.  Delegating this challenging task to a money manager is wise…but only if the fees to do so are reasonable.  You cannot afford to pay someone 1% per year to buy you investments that may make between 3% and 4% BEFORE FEES.

    The key benefits of our fixed income program are:  

    · Annual fee that is only .25% per year

    · Custom design to meet your specific needs

    · Ability to invest in multiple FDIC insured bank certificates of deposit in one place

    If some or all of your money is going to be invested in fixed income investments please contact us to discuss how you may benefit from this cost effective program.