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Fixed Income
Management
Depending upon the size of
the account, the fixed income portion may consist of individual
bonds or fixed income mutual funds. Tax considerations may dictate
the use of tax exempt bonds or tax exempt bond mutual funds.
Wright designs fixed income
portfolios to perform against a variety of benchmarks, and to meet
specific client requirements. Wright’s first objective in fixed
income management is to preserve client capital; thus, high-yield
(junk) or derivative securities are not included in client
portfolios.
Wright Fixed Income
Minimum portfolio size:
$250,000
Aggregate: Total Return Fixed
Income
Government/Credit: Total Return
Fixed Income
Intermediate Government/Credit
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Other
Specialty Fixed Income
Minimum portfolio size: $250,000
Laddered Bond Portfolios
Municipal Bond Portfolios
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