Fixed Income

The professionals at Confluence were among the first to understand how to utilize fixed income exchange-traded funds (ETFs) in separately managed accounts. Within the Fixed Income strategy (Taxable or Tax-Exempt), we strive to deliver the income and lower volatility traditionally available from a diversified bond portfolio. Fixed income ETFs are available in a wide range of maturities across corporate, agency, and Treasury sectors, and over time we will adjust the allocation across these sectors. We may also adjust the average maturity depending upon our interest rate outlook. The allocations will incorporate our viewpoints regarding Fed policy, the shape of the yield curve, relative yields (known as spreads), default rates, and other market factors.

Our Fixed Income strategy is available as a standalone portfolio or within a Confluence Balanced Account where it is paired with one of our value equity strategies.