Our Fixed Income Philosophy
We take a prudent approach to investments, driven by:
1) Preservation of capital
2) Emphasis on risk relative to return
3) Strict management of credit quality
Belley, our chief strategist, heads the Portfolio Services Group within
the Private Client Division of BMO Nesbitt Burns. For high net worth
individuals and institutional clients, Richard provides a low-cost
alternative for management of fixed income portfolios.
a member of the institutional Bond Strategy Committee, the Investment
Strategy Committee and the Managed Portfolio Account Committee of the
Private Client Division.
Richard brings to our team his extensive
experience in capital markets and the ability to tailor solutions to
meet the unique, specific needs of each client.