At Addison Capital, Fixed Income is the grease that drives a successful portfolio; shielding volatility and providing positive returns during equity downturns.
Our Fixed income approach focuses on 4 key factors; Duration, Credit quality, Interest rate direction, and the Yield curve. All of these factors flow directly through our macroeconomic outlook that drives so much of our decision framework.
We adhere to a conservative fixed income investment philosophy that focuses on long term secular trends rather than short term interest rate swings. We seek to capitalize on macroeconomic opportunities.
Each portfolio is tailored to the risk tolerances of the individual client. Considerations such as duration and principal protection can often become dominant themes for the retired individual, as such these scenarios will drive our investment selections.