Fixed Income Solutions
Offering customized, academically based, fixed income solutions to meet your needs.
Champion Advisors fixed income service offers a unique and effective approach to serving high net worth clients in a truly customized manner. Our academically based philosophy aligns well with a solution that concentrates on principal preservation.
True Customization Based Upon a Client’s Unique Circumstances
- Performs a thorough client discovery process to uncover a client’s total needs and objectives
- Creates a written fixed income investment plan uniquely tailored to each investor that takes into account financial objectives, risk tolerances, current and future income needs, tax status, constraints, etc.
- Maximizes after-tax returns by strategically locating tax-efficient assets in taxable accounts and tax-inefficient assets in tax-advantaged accounts
- Harvests tax losses year round
Quality Advice Based Upon Academically Based Philosophy
- Maintains high credit quality
- Emphasizes return of principal versus maximizing return on principal
- Considers only proven, low default sectors (tax-exempt)
- Employs maturities consistent with client strategy and risk tolerance
- Earns market rates of returns
- Does not incur expenses attempting to “beat the market” by forecasting interest rate movements or selecting mispriced securities
Transparency and Competitive Pricing
- Receives best execution by leveraging our large trading volume
- Dealers are put in competition to promote competitive pricing
- Monitors dealer performance on a regular basis
Access to Expertise
- Provides a dedicated Fixed Income desk consisting of a team of experienced professionals readily available to service your various needs
- Performs portfolio and/or markup analysis of your prospects’ or clients’ portfolios
Flexible Instrument Implementation
- Employs both taxable and tax-exempt securities
- Uses individual bonds and mutual funds