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.

This material is for informational purposes only. It should not be construed as personalized investment advice or a solicitation to purchase or sell securities. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment vehicle, strategy or product referenced in the material will be profitable or suitable for your particular investment situation.