Why Linden Thomas and Company’s Fixed Income Discipline is Different
First – It starts with the client and the need for income now or at retirement. Once income need is established, we then determine the net assets within a client’s portfolio that will be allocated in fixed income verses equities.
Second – Using the amount allocated to fixed income, we then begin building a fixed income portfolio that best meets that individual’s net income objective and risk parameters.
Third – While building out the account, we search across the many fixed income inventories to find either bonds or preferred stocks. This allows us to help meet our clients’ net income needs, while at the same time researching fixed income opportunities that reflect a value compared to the market and in some cases, offer a potential higher net yield than other securities.
Fourth – Once built, the portfolio is monitored for individual gains as the market may move individual securities up that were once a discount to the rest of the market.
Finally – When we can sell securities at an increased value and take advantage of new opportunities to further increase yield, we do so.
This process reflects the importance we place on building efficient portfolios and providing continuous monitoring in order to better help ensure both net yield and long term growth potential.
Learn more about Investing in Individual Fixed Income Versus Using Bond Funds.
Contact our office for a no-cost, no-obligation, comprehensive evaluation of your current financial portfolio. 704-554-8150 or 877-554-8150.
Stephen Thomas explains how to help achieve cash flow requirements in a low interest rate environment – Length: 5 minutes
Fixed Income Strategies – As Seen on Wall Street Journal Online – WSJ.com
This video is for informational purposes only. The opinions expressed in this video are those of the speaker(s) and are not necessarily those of Wells Fargo Advisors Financial Network or its affiliates. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy and individual risk tolerance and investment objectives must be reviewed prior to making any investment decision, please consult your financial advisor. Past performance is not a guarantee of future results.