Our Fixed Income Philosophy
We believe that all too often, fixed income strategies are made unnecessarily complicated. And we believe that, in contrast, simplicity is the much more effective approach. And so we focus on these key factors:
1) Preservation of capital
2) Emphasis on risk relative to return
3) Strict management of credit quality
Since 2003, we have partnered closely with Richard Belley, our chief strategist. Richard heads the Portfolio Services Group within the Private Client Division of BMO Nesbitt Burns. Along with extensive experience in capital markets, he brings to our team the ability to provide low-cost, tailored solutions for management of fixed income portfolios.