We assist advisors and managers with income portfolio management, research, and products such as our Smart Yield Strategy. We produce both internal reports using our quantitative tools for analysis and reports meant for client distribution. Our mission is to assist managers with income oriented portfolio management. In the current environment interest rates are minimal and managers are challenged to find fixed income allocations. Our focus is producing rational yield with a target return of 8%. We use our analysis and experience to select the highest quality income securities in multiple asset classes and industry sectors based on proprietary algorithms, standard deviation, industry trajectories, coverage ratios and other analysis. LEARN MORE

 

We make our research available to advisors and managers and can conduct analysis on individual securities upon request.                                                                                                                                                                                                                                   LEARN MORE>>

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