We don’t accept the passive approach that is commonly used in fixed income portfolio allocations. At Shorepoint, we understand that your income requirements, tax situation, liquidity needs and risk tolerance are unique. Your financial needs change over time. So do market conditions. We will make tactical and strategic reallocations to your fixed income position to realign it with these changes.

The core fixed income portion of your portfolio will typically be invested in U.S. governments, municipal and corporate bonds, and mortgage securities. We allocate among them based on market conditions, their relative attractiveness and your unique tax considerations.