As a former trader/institutional salesman, covering professional bond managers, Brian has over 35+ years of fixed income experience.
What would your portfolio look like if interest rates started to rise?
In today's low interest rate environment, Brian has tools at his disposal to quickly analyze bond portfolios, and the affect of rising interest rates. Brian offers a comprehensive bond portfolio review.
Do you know the Credit Quality of your Bond Portfolio?
Credit quality is also a key component in analyzing a fixed income portfolio. The high credit quality of a bond portfolio can reduce the adverse effect of tough economic times in the markets and economy. Having this knowledge can make the difference in knowing that your portfolio is well positioned for the future.
Current Income versus Growth in Your Bond Portfolio?
With Brian's fixed income experience, he is able to address your needs, whether it be current income, retirement income, or long term growth.