As wealth managers who embrace asset allocation for diversification, we believe that it is appropriate for many investors to have a portion of their assets in bonds.
Many of our managers offer fixed income strategies including taxable, tax free and convertible bond portfolios. Fixed income exposure can also be provided as part of a balanced investment strategy in which a single manager invests one portion of the account in equities and another in bonds.
WrapManager also offers custom fixed income solutions. Exchange Traded Funds of bonds can be incorporated into a custom ETF wrap account. Sometimes the best solution is for us to build a laddered bond portfolio for a client using either taxable or tax free bonds. We evaluate each client’s unique situation and have the flexibility to choose the best solution for each client’s needs.