At Atlas Brown, we recognize that the desire to generate income, either for today’s living or for the future, can be a critical component in the manner in which a portfolio is constructed.   Hence, the need to have a seasoned and dedicated fixed income team which can understand the needs of its clients and then translate those needs into a top-performing bond portfolio is something we have understood since our founding.

Our fixed income management team utilizes the most advanced research and selection criteria available anywhere to insure that our clients’ bond portfolios are of the highest credit quality and have the appropriate levels of duration and investment return as befits each client’s needs.  Regardless of whether we are managing taxable portfolios comprised of US Treasuries and corporate bonds or whether we are managing tax-exempt municipal holdings, we apply the same high standards and levels of due diligence that have earned us a reputation as one of the region’s premier managers of fixed-income investing.

We believe that consistent risk-adjusted returns can be achieved through an actively managed, relative value approach, seeking out inefficiencies in the market, but in no case compromising on lesser credit quality. Some risks are efficiently priced in the market and should be avoided, while other risks are often inefficiently priced offering the potential of enhanced returns.  Regardless of the circumstance, Atlas Brown’s primary focus at all times is the prompt repayment of bond principal and interest without exception.  Our portfolios, whether taxable or tax-exempt, are uniquely structured for each client to meet specific investment objectives and income needs.  Portfolio risk is monitored daily and managed in accordance with each client’s Investment Policy Statement focusing on interest rate risk, duration and term structure, sector allocation, issue selection, and of course taxability. Our unwavering focus on high quality, stable bonds creates the secure investment foundation of a fixed income portfolio.