Fixed Income Management

Elliott & Associates builds fixed income portfolio components to achieve several objectives:

  • to manage overall portfolio risk, and
  • to provide predictable, timely cash flow.


Bond portfolios, just like stock components are designed specifically for each client.

Only high-quality fixed income instruments are considered for inclusion in any client’s portfolio.

Investments that meet our credit quality criteria are then assessed for suitability within each client’s portfolio. Coupon rate, yield, maturity date, tax status, and other factors determine suitability.



 
   
 
 
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101 W. Kirkwood   •  Suite 230
Bloomington, IN  47404
 info@elliott-associates.com