Security Investments

Fixed Income and Cash

The creation and active management of a portfolio of high-quality fixed income securities is an important aspect of wealth management for many clients. Since 1976, we have developed an expertise in generating and effectively managing high-quality fixed income portfolios consisting primarily of AA/AAA rated municipal bonds, U.S. Treasuries, Agencies, high-quality corporate and asset-backed bonds.

We believe a portfolio of lower risk, high-quality bonds will generate a secure stream of income while preserving capital. Portfolios are actively managed taking into consideration macroeconomic factors and individual client needs. We believe that higher investment returns should come from a greater asset allocation to equities and private investments, not from decreasing bond quality or trading bonds for short-term profits.