Bonds and fixed income investments
To make sure that you and your advisor have access to investment vehicles that meet your requirements, we provide access to comprehensive inventories of government, corporate, and traded securities. Interest on certain bonds is often exempt from statutory income taxes.
If you choose, your advisor can design a portfolio that will provide a dividend payment on a predetermined basis. To plan for future events like education funding or retirement, your advisor can plan and implement a bond based portfolio with staggered maturities to provide income and capital when it is needed most.