FIXED INCOME STRATEGIES
FIXED INCOME PORTFOLIO
Asset Class: Bonds
Risk Level: Low to Medium
Base Currency: USD
Inception Date: January, 2013
Minimum Investment: $250,000​
The Fixed Income Portfolio aims to deliver strong and consistent income through a diversified selection of sovereign and corporate bonds, ensuring a balanced approach between investment grade and high-yield securities across developed and emerging markets. These bond portfolios are tailored to each client, offering a high degree of customization based on their unique risk profiles and investment preferences.
FIXED INCOME CATHOLIC VALUES PORTFOLIO
Asset Class: Bonds
Risk Level: Low to Medium
Base Currency: USD
Inception Date: January, 2023
Minimum Investment: $250,000​
The Fixed Income Catholic Values Portfolio aims to deliver strong and consistent income through a diversified selection of sovereign and corporate bonds, ensuring a balanced approach between investment grade and high-yield securities across selects companies aligned with Catholic values ensuring adherence to ethical investment guidelines of the USCCB (United States Conference of Catholic Bishops) and the 10 United Nations Global Compact principles.
ETF FIXED INCOME PORTFOLIO
Asset Class: ETF
Risk Level: Low to Medium
Base Currency: USD
Inception Date: January, 2017
Minimum Investment: $100,000
The ETF Fixed Income Model Portfolio is designed to achieve growth and high income within the fixed income markets by building a portfolio that includes some of the largest, most renowned, and best-ranked ETFs in the industry. It is highly liquid and well diversified, providing exposure to a broad range of indexes composed of U.S. dollar-denominated investment grade and high yield corporate and sovereign bonds from both developed and developing markets.