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.