Fixed Income

As all advisors know fixed income is an integral part of a client portfolio. The fixed income department of our custodian, Fidelity Institutional, is experienced in facilitating trades. Fixed income trading is fully accessible online. The following products are available:

US Treasury Bills, Notes and Bonds Tax Free and Taxable Municipal Bonds US Treasury Strips US Agency Bonds and Discount Notes Certificates of Deposit Zero Coupon Bonds

Unit Investment Trusts Mortgage-Backed Securities Convertible Bonds Foreign Bonds Commercial Paper Newly Issued Fixed Income Securities

Advisors who desire to outsource their fixed income allocations have several choices. If a portfolio of US Treasuries is needed, Keeler & Co. again can be of assistance. Keeler & Co. will construct a short-intermediate strategy to be implemented in client accounts. Another option is to use the managed accounts program to find a sub-advisor to fulfill your needs.

Finally, advisors may also benefit from the knowledge of Fixed Income Securities. FIS, located in Colorado, specializes in creating bond portfolios for independent advisors. FIS offers analytical support and services including assistance in portfolio analysis and tune-ups, client-ready presentations, fixed income strategies, swaps, ladders and bids.