Why SMC Fixed Income Management?



Every security undergoes an independent, detailed credit analysis prior to trade execution, regardless of published agency credit ratings

Securities placed on internal monitor list for credit surveillance

Portfolio management and trade execution in combined PM role at SMC FIM provide for real-time decisions based on credit analysis and real-time market conditions

Investment professionals average 20+ years working in the asset class

Relationships with both large national and niche regional brokerage firms allow for greater access to inventory and enhanced liquidity when selling bonds

Smaller size allows for greater investment & execution flexibility

Ability to provide customized municipal solutions including state-specific portfolios

Customized to meet any investor needs (yield, maturity, duration, location, sector, etc.)

   

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