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INVESTMENT OPTIONS—FIXED INCOME MGMT.:
All too often the attention paid to fixed income allocations is trivialized or ignored. Simply establishing quality standards and building a laddered maturity will not protect against principal fluctuation, hedge against inflation or meet income needs. United Asset Strategies takes an active, rather than passive role in developing, implementing, monitoring and adjusting our clients’ fixed income portfolios. After an in-depth data session wherein we uncover client’s risk tolerances and financial goals, we develop a custom mix of fixed income solutions.
As market conditions warrant, United will actively trade bonds, basing our decisions on changes in interest rates, issuer credit quality and current tax laws. Being independent and having access to a variety of issues is very important to our tactical approach.
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