The Short-Term Taxable strategy is an actively managed strategy appropriate for investors seeking a hedge against rising interest rates from a high quality, diversified portfolio. The goal of the strategy is to reduce portfolio volatility and credit risk, generate taxable income, and produce superior risk adjusted returns relative to the Barclay’s 1-5 Year Government/Credit benchmark. The strategy consists of fully discretionary, separately managed account (SMA) portfolios and holds mostly taxable securities.
|Certificates of Deposit||9.02%|
Portfolio Management Team
For more information find our strategies on Envestnet and Morningstar
Data as of 06/30/2021