Fixed Income Portfolio Management
Tamalpais Wealth Advisors currently manages fixed income assets for a wide array of institutional clients including corporations, local agencies, charitable organizations and high net worth individuals.
We distinguish ourselves by approaching the management of fixed income portfolios as a service rather than a product. This approach is tailored to effectively meet the individual needs and objectives of each client.
Tamalpais Wealth Advisors utilizes a disciplined top down approach to fixed income investing using a combination of macroeconomic and quantitative inputs in our analysis.
Our specialty is the management of limited duration, high quality portfolios whose primary objective is capital preservation as well as providing stability and income. We add value to our client’s portfolios by performing quantitative analysis within a proprietary economic framework developed by our Chief Economist and strategically placing investments to provide the highest total rate of return while minimizing risk.
The firm’s fixed income portfolios are designed to match or exceed the total returns of client-specified benchmarks over a market cycle. Outperformance of specified benchmarks with lower volatility of returns, as well as identification of low risk opportunities to enhance returns, are the primary goals of the firm’s fixed income strategies.