Arcataur Investment Grade Fixed Income Portfolio

• Conservative risk-adjusted returns that preserve capital and generate current income


• Actively manage credit risk, while minimizing interest and liquidity risk


• Macro assessment creates an intermediate term interest rate outlook


• Sector selection focuses on Treasuries, agencies, mortgage-backed and corporates, and municipals for tax-sensitive clients


• Portfolio construction focuses on fundamental credit analysis and extensive cash flow analysis


• Investment grade focus with a targeted average portfolio credit rating of AA


• Portfolio can be customized to meet specific cash flow needs of the client


• Turnover in the Arcataur Investment Grade Fixed Income Portfolio typically is low


• Provides current income for balanced accounts and insulates portfolios from inherent equity market volatility


• Maturity and duration targets are set in the context of factors such as monetary policy, inflation trends and economic cycles

The Arcataur Investment Grade Fixed Income Portfolio offers investors a separately managed account focusing on Treasuries, Agency securities, mortgage-backed securities, corporate bonds and, for its tax sensitive clients, municipal bonds, with an average portfolio credit rating of AA or better. Our fixed income strategy is to actively manage portfolios to generate conservative risk-adjusted total return. Our focus is to preserve capital while generating current income.