Fixed Income Investment Strategy
Fixed Income Investment Strategy
FBB’s Fixed Income Investment Strategy is anchored in the premise that a well-diversified bond portfolio should help investors weather market volatility and the interest rate cycle while providing a predictable stream of income.
We achieve diversification across the asset class by creating customized, high-quality bond ladders for portfolios complemented with broader exposure to different fixed income segments like preferred stock, high-yield corporate bonds, and U.S. Treasuries. Our unique ability to acquire bonds from multiple bond dealers expands our access to inventory and thereby price competition, which a singular custodian lacks.
Please contact us to learn more about FBB’s fixed income investment strategy. You can consider us as your trusted financial advisors in Maryland.
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Frequently Asked Questions
What is a Fixed Income Investment Strategy?
The Fixed Income Investment Strategy focuses on generating consistent income and preserving capital through investments like bonds and other fixed-income securities.
Who is this strategy best suited for?
It’s ideal for conservative investors, retirees, or anyone seeking lower-risk investments that offer steady interest payments and reduced exposure to market volatility.
What types of fixed-income investments are included?
The portfolio may include U.S. Treasuries, municipal bonds, corporate bonds, and other debt instruments, tailored to your goals and risk tolerance.
How does FBB manage interest rate risk in this strategy?
We carefully select bond durations and adjust allocations based on interest rate trends, credit quality, and market conditions to help mitigate risk.
Can this strategy be used alongside other investment strategies?
Yes, fixed income often complements FBB’s other strategies as part of a diversified and balanced financial plan.
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If you have any questions regarding our services, we encourage you to schedule a consultation with one of our financial advisors. We are pleased to offer customized wealth management and financial planning for your specific needs.