Investment Strategies - Fixed Income

Fixed income assets are managed to maximize total return at an acceptable level of risk. This is accomplished through adjustment of the portfolio duration/maturity and by changing the sector weights within the portfolio among government, corporate, mortgage-backed and other fixed income investments. By analyzing the expected total return of a bond portfolio within a range of possible interest rate movements, we seek to structure portfolios to outperform the market with lower risk over a complete interest rate cycle. This approach maximizes our probability of success. Montag & Caldwell manages both taxable and tax-free fixed income portfolios. We provide active fixed income management designed to seek returns that outperform bond market averages, without excessive activity.

Please see the disclosure tabs in the Performance and Characteristics sections for important information that is pertinent to this data.