Franklin Street Partners

Taxable & Tax-Exempt Fixed Income Strategies

Taxable and Tax-Exempt Fixed Income Strategies
Franklin Street views the role of fixed income securities in a diversified portfolio as threefold: preserving capital, generating income and balancing equity risk. We employ an active, opportunistic investment approach in selecting high-quality debt issues for client portfolios.

  • Our investment team has extensive experience managing both taxable and tax-exempt bond portfolios.
  • We offer clients the appeal of a separately managed account, customized to the client’s needs and investment constraints.
  • Our investment process:
    • Seeks to identify sectors that offer the potential for above-average returns.
    • Selects short to intermediate term, high-quality bonds within these attractive sectors.
    • Maintains credit quality and diversification guidelines to manage risk.
    • Utilizes municipal bond issues when appropriate to maximize the client’s after-tax return.