Fixed Income Specialists

SNW Asset Management is a registered investment advisor providing taxable and tax-exempt fixed income portfolio management.  Specializing in fixed income and limiting our services to this single asset class distinguishes our firm from other asset managers.  We manage both taxable and tax-exempt accounts for high net worth (HNW) individuals, municipalities, corporations, foundations and registered investment advisors.  HNW investors receive tax-efficient portfolio management that is responsive to their unique investment objectives.  Our active portfolio management allows us to adjust portfolios in response to changes in the investment environment while meeting the goals of our clients.

Dedicated to Preserving Principal

Our only business is managing investment grade fixed income portfolios- we have no other lines of business to distract us.  Each client’s fixed income portfolio is actively managed and our experts focus on  top down and bottom up approaches.  Our objective is to maximize returns while preserving the principal of our clients’ assets.  We are an asset management company with a unique, talented group of professionals who have dedicated their careers to fixed income.

Active Portfolio Management

We monitor fixed income market conditions closely and constantly.  The key elements of our active management style are to effectively manage interest rate cycles and identify relative value along the yield curve as well as within sectors.  This means the average maturity of the strategy is actively managed throughout entire interest rate cycles to preserve principal value in rising interest rate environments and to lock in attractive yields in falling rate environments.

Our portfolio managers see a multitude of offerings each day – from the market’s largest securities dealers to the smallest boutique firms.  We compare prices across the entire marketplace to ensure clients receive the most competitively priced securities.  We look for bonds with strong or improving credit strength and the objective is to provide an attractive return consistent with preservation of capital.

SNW Asset Management conducts its own credit research.  Our portfolio managers meet weekly to discuss both taxable and tax-exempt credit issues and current interest rate market trends.  The Investment Committee, including all portfolio managers and other members meet monthly to discuss investment-related credit issues.  The current outlook for the economy and credit quality changes are also reviewed.

We purchase investment grade bonds whether they are government, corporate or municipal bonds and monitor them for their efficiency and for the highest risk/reward.  SNW Asset Management’s portfolio managers, as well as the Investment Committee, continually monitor market conditions and securities that may become subject to credit pressure.  Any holding, if it becomes unsuitable for a portfolio given the client’s investment objectives and tolerance for risk, will be sold.