Special Needs
We recognize that from time to time, clients may have a need to construct a portfolio that meets a special need, or has particular restrictions which may encumber you or your client in your collective ability to meet those needs, while attempting to perform well in the process. While we cannot guarantee that we will have the answer for every special need that may come along, we are confident that most of these unique requirements can be met with some "tweaks" to our basic portfolio designs, and of course, a little bit of creativity and analytical ability.
We have helped numerous clients over the years meet some of the most difficult challenges with fixed-income portfolios in need of special requirements or parameters. Some of these include:
Socially Responsible Investing
Special Income Requirements
Income Maximization
Future Distribution Requirements
Liquidity Needs
Should you have situations arise that call for something unique, please do not hesitate to contact us, we can probably help!