Fixed Income2020-07-16T14:05:04+00:00

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Fixed Income

Global Fixed Income Portfolio

This strategy seeks to provide investors exposure to a diversified global fixed income portfolio. It employs more specific investment positions than other Wildermuth Asset Management fixed-income strategies, in that additional portfolio value can be created through targeting defined opportunities in the U.S. and around the world. Returns are expected to result primarily from interest income.

U.S. Fixed Income Portfolio

This provides exposure to a diverse mix of U.S. fixed income ETFs. Investments are diversified according to multiple characteristics including average maturity, duration, credit quality, yields, government securities, corporate bonds and potentially other characteristics. Returns are expected to result primarily or exclusively from interest income rather than growth or principal.

International Fixed Income Portfolio

Provides exposure to a diverse mix of International fixed income ETFs which have holdings with a variety of maturities durations, and credit equities.