Beacon Trust’s Taxable Fixed Income process seeks to deliver a high proportion of the return and yield of the broad bond market with reduced risk and volatility. The process emphasizes liquidity, principal preservation, income stability, and portfolio diversification. Taxable fixed income products include taxable defensive duration, taxable intermediate duration, and customized fixed income strategies designed to meet specific client risk profiles.
Portfolios are constructed utilizing a four-step value oriented approach, which involves identifying attractive sector valuations, yield curve management, interest rate risk control, and high quality investment grade securities. This fundamentals-based, bottom-up approach recognizes that income and capital preservation are critical drivers of return over a long term horizon. The investment approach and technical expertise affords a high degree of client customization.