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Program Portfolios™ help advisors meet the growing demand for fixed income investment alternatives with an approach that will offer significant benefits to clients. Program Portfolios are designed to:
- Provide a disciplined, strategy-based investment approach for individual bond holdings;
- Deliver a high-quality, custom portfolio for each investor designed to match their personal risk preferences, tax considerations or income requirements;
- Offer all the benefits of individual bond investment - including principal preservation, predictable income, portfolio control, full investment, well-defined tax consequences, well-defined yield to maturity and management of interest rate risk;
- Make individual bond investment a viable option to more investors facilitated with an automated approach that reduces or eliminates advisors’ portfolio workload;
- Deliver and maintain fixed income portfolios to clients at a competitive cost to separately managed accounts, bond funds, or exchange traded funds;
- Ensure portfolio alignment and client confidence with daily computer-driven account monitoring procedures.
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