Fixed Income Strategy

We view investments in suitable fixed income securities as a source of stable growth and income. Our goal is to attempt to create a portfolio of diversified securities to maximize total return while mitigating risk. Focus is placed on capital and principal stability and the generation of tax-efficient current income.

The fixed income investment process is based on a review of individual client objectives, liquidity needs, tax considerations and risk tolerance.

Portfolios are constructed from but not limited to the following fixed income instruments:

  • Municipal bonds
  • U.S. Treasuries
  • Agency bonds
  • Corporate bonds
  • Mortgage backed bonds
  • Convertible bonds
  • Preferred stocks
  • Cash equivalents

Overbrook's approach to fixed income investing is not based on short term interest rate cycle fluctuations.