When adding a fixed income element to your portfolio, you will find our Fixed Income Capital Markets Division is able to provide your Financial Advisor exceptional opportunities. Whether you are in need of taxable or tax-free securities, our full-service fixed income trading desk can provide your Financial Advisor with access to:
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Treasury Securities
- Corporates
- Municipals
- Agencies
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GNMAs
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CMOs
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Unit Investment Trusts
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Zero Coupons
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Discount notes
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Commercial paper
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Brokered CDs
In addition, our Fixed Income Capital Markets Division is home to a Public Finance and Corporate Underwriting Division, which structures, negotiates, and assists in the underwriting of newly issued securities.
Portfolio Risk Analysis
Sterne Agee has developed a proprietary program to help evaluate the risk in a fixed income portfolio. In addition to providing a cash-flow breakdown and yield analysis, we also investigate more complex factors such as convexity and duration. For those that rely heavily on income from their fixed income investments, this is an essential tool to manage the risk of the overall portfolio.
Customized Portfolios
With access to a wide variety of fixed income securities, your Financial Advisor will work with you to structure custom fixed income portfolios designed to fit your very specific needs. Carefully considering your risk tolerance level, expected returns, economic factors, and market conditions, your Financial Advisor can develop a number of strategies. These strategies can be designed to emphasize yield, quality, price stability, total return, or varying combinations of these features to meet your particular fixed income needs.
Check-a-Month Program
Many investors need to manage the income distribution from their fixed income portfolios to meet specific cash flow needs. Through your Financial Advisor, we can customize a portfolio and illustrate monthly cash flows, average duration, portfolio yield, and many other beneficial visuals to help you manage your money.