Fixed Income Services
The academically based philosophy at Dopkins Wealth aligns well with high net worth and institutional clients looking for a fixed income solution that concentrates on principal preservation. Our fixed income services are designed to do just that.
True Customization Based Upon a Client’s Unique Circumstances
- Perform a thorough discovery process to uncover your total needs and objectives to create a written fixed income investment policy
- Maximize after-tax returns within a client’s risk tolerances
- Harvest tax losses year-round.
Our Interests Are Aligned With You
- Obtain bonds from the competitive market, not from a selection of bonds held in inventory
- Receive best execution by leveraging our large trading volumes
- Find transparency in an opaque market with one management fee and no additional fees (no advisor commissions or bond markups) for our in-house fixed income expertise solely on fixed income.
Quality Advice Based Upon an Academically Based Philosophy
- Maintain high credit quality
- Emphasize return of principal versus maximizing return on principal
- Consider only proven, low-default sectors (tax-exempt)
- Capture higher expected returns through maturity extension when warranted
Flexible Instrument Implementation
- Employ taxable, tax-exempt and inflation-protected securities
- Use individual bonds and mutual funds