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FIXED INCOME
We utilize a comprehensive approach to our fixed income porfolio.
We understand the importance of high quality fixed income portfolios, preservation of capital with a predictable cash flow is of the utmost importance.
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The safety and security of your future is what guides the development of our quality fixed income plan.
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Whatever your situation and the challenges you face, we have solutions.
AT QUADCAP WEALTH MANAGEMENT, OUR INVESTMENT PROCESS IS CENTERED ON:
SAFETY AND SERVICE
We utillize industy leading third party credit and sector specific research. Our goal is to avoid credit downgrades and protect the portfolio, utilitzing an ongoing database to reflect and indicte any changes in these areas.
We recognize the importance of having a dedicated team to research sectors of the market. As a boutique firm, we are not captive to an internal reasearch department. Instead, we have enlisted some of the largest and most prestigious institutions to provide detailed research and analysis for the fixed income sector.
RESEARCH MATTERS
We draw our research from multiple 3rd-party providers. This allows us to consolidate independent views and ideas and distill an appropriate course of action. Multiple sources of information insulate the firm and our clients from individual biases or potential conflicts of interest.
DISCIPLINED INVESTING
TAX-EFFICIENT
MANAGEMENT
Portfolios are positioned and managed to benefit the investor. We individualize portfolios to maximize our clients' specific tax position.
Selecting bonds by credit quality, underlying insurer, bond structure, and geographic location are all factors that will contribute to the quality of a bond portfolio.
QUALITY
BUILDING TOWARDS RETIREMENT
Fixed Income plays a key role in the preservation of your capital, reducing risk in your portfolio, and in your peace of mind. Fixed income will also play a key role in building a steady cash flow in your retirement planning.
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We provide detailed, ongoing cash flow analysis, demonstrating the timing and the amounts of your fixed income cash flow.
RESEARCH NETWORK
We draw our research from multiple sources. This allows us to retain our true independence and truly act in our clients' best interest.
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As such, we are not a signle source provider- we have no interest, incentive, or research to recommend one fixed income product over another. We have no investment banking relationships and will not act as part of a syndicate primary issuer. our third party providers provide multiple opinions and perspectives. Whereby we are able to take a consensus opinion.