 |
 |
 |
 |
 |
- Yield spread
- Security characteristics
- Liquidity
- Credit quality
- Maturity and duration
 |
 |
|||||
 |
 |
 |
 |
 |
|
|
 |
 |
|
||||
 |
 |
|
||||
 |
|
|||||
 |
|
|||||
 |
|
|||||
|
|
|
|
|
|
|
|
FIXED INCOME
Securities providing a fixed income are an integral component of many client portfolios managed by KNBT Wealth Management's team. We tailor these securities to each client's personal objectives while striving to control risk and maximize returns. These objectives are pursued through the consistent analysis of:FIXED INCOME SELECTION PROCESS
We generally employ a total return approach when structuring fixed income portfolios in order to take advantage of the ever-changing interest rate environment. KNBT Wealth Management client portfolios maintain an average minimum quality rating of AA and are broadly diversified by issuer, geography and asset class.
Our team accesses these fixed income offerings through a broad network of nationally recognized bond houses. Utilizing leading edge analytical tools, we search for the best relative values among all maturities and within all sectors. Through the use of U.S. Treasuries, U.S. Government agencies, mortgage-backed bonds, corporate bonds, convertible securities, reverse exchange notes and preferred stock, KNBT Wealth Management is able to create a well-structured fixed income portfolio tailored to meet each client's specific needs with the flexibility to adapt to future needs as life circumstances may require.
|
KNBT Wealth Management Group 1620 Pond Road Allentown, PA 18104-2255 Phone: 610-366-9934 | Fax: 610-366-9939 |