Diversified fixed income portfolio designed to generate income and / or produce moderate growth
Reduce risk through broad diversification among bond sectors, geographies and maturities.
Portfolio Structure:
Asset allocation dependent on goals and risk tolerance of each client.
Portfolios engineered with low cost, index based, investments targeting market sectors with the greatest opportunity for income and price appreciation.
Management:
Brad Sasser, President and CIO
Chartered Financial Analyst
28 years of investment management and securities analysis experience.
