Fixed Income

Our goal for any portion of your investments is simple: To manage your portfolio in a manner designed to maximize net returns (after taxes, fees and ­expenses) consistent with your financial objectives and risk tolerance. For most investors, this goal includes fixed income.

Dopkins’ fixed income investing incorporates a breadth of services, resources and expertise to achieve effective diversification. Key points are as follows:

• The role of fixed income within a portfolio is typically to (1) reduce overall portfolio risk, (2) provide an ongoing, reliable income source or (3) provide some combination of both. But each investor’s specific needs are different. Does your fixed income investment policy reflect your individual investment goals and priorities?
• Do your fixed income holdings adhere to the same academically based disciplined investing principles that we recommend for all of your financial decisions? Are they managed using tax- and cost-saving techniques?
• Do you have access to objective, knowledgeable recommendations regarding security or fund selection? Are your fixed income investments structured for appropriate overall strategy, quality, callability, tax efficiency and diversification?

Whether you are best served by owning a fixed income mutual fund (or funds) or a customized individual bond portfolio, you can incorporate these same principles. If a custom bond portfolio makes sense for you, our Fixed Income Department offers a highly distinct approach to building and maintaining such holdings.

For more information regarding Dopkins Wealth Management, LLC, please contact Brian G. Cannon

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