Program Portfolios offer an innovative new approach to fixed income investment designed to fill the void in other alternatives.
We help you customize the investment strategies you offer your clients, as well as a marketing approach that emphasizes your firm.
Assign an account to a Program Model - an action plan shows you what bond attributes fit the investment strategy.
You have control of trade discretion and execution and may execute trades with your existing trading partners.
Program Portfolios are designed to streamline and facilitate the portfolio management workload for individual bonds.

