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Fixed-Income Services

Fixed-Income Investment Strategies for pursuing a Path to Great Performance

From our founding, we set out to be a different kind of fixed-income portfolio manager. Our fixed-income strategies have always been analytically driven, and early on we turned that expertise away from simply identifying relative value and towards developing and delivering a complete decision-making framework under which our clients—community financial institutions—can make their own fixed-income investment decisions in an informed, confident manner. Under this framework, which we call Shape Management®, investors don’t simply choose between bond offerings—they select the investments that fit into a plan for managing their entire fixed-income portfolio and balance sheet strategies.


Mouse over the image below to see the Cycle of Disciplined Investing in action

Level Playing Field®

A periodical analytical webinar provided exclusively for customers

Portfolio Look Forward®

A custom strategic proposal for each of the advisor's clients that is updated bi-annually

Bond Write-Ups

A comprehensive evaluation report for each security recommended in the Portfolio Look Forward®


Allows us to quantify a past decision in real dollars and provide a meaningful way to evaluate how the investment may perform going forward

Analyze-Look Back Cycle