Investment Team
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Strategic Fixed Income


Investment Objective
Provide maximum current income and long-term income growth along with preservation of capital.

Investment Strategy
We actively allocate among investment grade fixed income sources, utilizing corporate, US Treasury and mortgage-backed securities. The investment team employs top-down and bottom-up research for security selection. As the economic cycle shifts with respect to inflation and interest rates, they alter portfolio duration for the optimum mix between current yield and appreciation potential.

The team will lengthen bond duration for periods of slower growth and decreasing rates, and shorten duration for periods of accelerating growth and higher rates. Our search for improving credit quality complements our work in managing duration.




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Contact Information

Phone: (800) 497-9400
Online Contact Form
9811 Irvine Center Drive, Suite 200
Irvine, CA 92618