Active bond management that is best kept active is an important distinction in the Moss Adams Wealth Advisors philosophy. Our approach can help you achieve income and capital preservation goals in light of varying market conditions and turbulent economic environments. Our methods of fixed income selection are designed to give you the security you desire from the fixed income portion of your investment portfolios.
Through the Moss Adams Wealth Advisors approach, we’ll help you understand why investment in diversified high quality income securities such as corporate bonds, government agency and U.S. Treasury notes, I bonds and tax-exempt bonds, can benefit your overall portfolio. We build in flexibility and control interest rate volatility by structuring a portfolio with laddered bond maturities.
The ladder produces a predictable income stream and can be revised as your cash flow needs increase or decrease through the years. Since portfolios are normally not over-weighted in any certain maturity, this provides you with the opportunity to benefit from changes in interest rates while managing one of the key risks. That’s why investment in bonds, when actively managed and tied with goal based planning, can help you preserve current income and grow your wealth.