My fixed income strategy consists of high-quality municipal, government, agency, mortgage, and corporate fixed-income securities. Throughout the process, I focus on client-specific needs to deliver consistency of returns and reduce volatility.
Clients are attracted to the fixed income strategy with my focus on controlling risk through duration, yield curve positioning, sector, and security selection. My fixed income strategy is used as a core holding in asset allocations to provide income and consistency of returns over the long term. I strive to deliver excess yield over other high-quality short-term and intermediate investment options, focusing on sector allocation, credit quality, and duration to perform more consistently.
The constant objective is to improve the quality, increase the yield and shorten the maturity. Our investment strategy utilizes a bottom-up value discipline. Managing risk is an essential part of my investment process. In addition to security selection, risk management is employed through portfolio diversification, liquidity, and constant internal and external factors monitoring.
McW Wealth Management offers securities through International Assets Advisory, LLC (“IAA”) – Member FINRA/SIPC. Advisory services offered through International Assets Investment Management, LLC (“IAIM”) –SEC Registered Investment Advisor. McW Wealth Management is unaffiliated with IAA and IAIM.
McW Wealth Management may only conduct business with residents of the states for which they are properly registered, therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. This site and the content herein are subject to certain Legal Notices.
¹ Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied on for the purpose of avoiding any tax penalties. You should discuss any tax or legal matters with the appropriate professional.