Fixed Income

A significant percentage of GKV’s assets under management are invested in publicly traded fixed income securities. The firm has a substantial knowledge of government agency, municipal and corporate bonds. Bonds are purchased individually for clients to build portfolios that meet income and capital preservation needs with the discipline to diversify across multiple issuers. Bond portfolios are usually staggered and weighted in their maturities to reflect our judgment regarding numerous variables, such as inflation, economic growth and interest rate expectations.

a constant effort to maximize yield for our clientele relative to risk and portfolio objectives. Fixed income portfolios are managed for both income and capital appreciation, requiring forecasts of the pending economic environment and direction of interest rates in the near future and long term.

For select clients we will utilize more complex fixed income derivative instruments including reverse convertible notes, foreign currency backed notes and interest rate swaps. Please ask us about these techniques to further diversify your portfolio and increase performance.