Fixed Income Insurance Group

Sterne Agee’s Insurance Group utilizes the firms rate and credit research to provide timely, value-added portfolio management advice to middle-market companies. We understand that a diverse product mix with varying credit rates can prove challenging for a life company portfolio manager to navigate and that the uncertain claims experience for a P&C company makes liquidity a primary concern. Our team has the experience, knowledge, and training to help guide your investment decisions and manage risk. Our clients depend on us to provide timely data and strategies to allow them to make informed investment decisions. We are in the information age, but we also understand that resources are limited and having a partner that understands your business to reflect only what is relevant to your decision making is invaluable.

We utilize a cross-section of fundamental research and technical analysis to assist our clients with every step in the investment process. Our models are designed to assist with macro-level strategy, asset allocation, and security selection. However, one of the most challenging aspects of portfolio management is developing a disciplined entry and exit strategy as well as a risk management process that is continuously identifying and challenging the weakest positions in your portfolio. We have this covered and can customize our recommendations to fit your policy guidelines. Our entire process is client driven and designed to support your business