What We Do For You

 

 

We Adapt your investment to suit your personal needs.

Mix and match core investment strategies with portfolio duration to have full control over your investment.

Core Investment Strategies

 

 
 
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SNW Municipal

SNW's Municipal Strategy is an actively managed strategy that provides clients with broad exposure to the investment grade municipal bond market. The strategy is appropriate for investors in a high tax bracket. Duration can be customized based on client objectives while municipal sector and security selection are based on market opportunities. 

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SNW Blend

SNW's Blend Strategy is an actively managed strategy that provides clients with broad exposure to the investment grade bond market. The strategy is appropriate for investors in a mid-level federal tax bracket or for those who reside in a state with no income tax.  Sectors represented include Tax-Free and Taxable Municipals, Corporates, Treasuries, Gov't Agencies and Gov't Mortgage Backed Securities. The strategy seeks to opportunistically take advantage of after-tax yield and relative value amongst various sectors. Duration can be customized based on client objectives while sector and security selection are based on market opportunities. 

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SNW Taxable

SNW's Taxable Strategy is an actively managed strategy that provides clients with broad exposure to the investment grade taxable bond market. The strategy is appropriate for tax advantaged accounts or investors in a low tax bracket.  Sectors represented include Treasuries, Gov't Agencies, Corporates, Gov't Mortgage-Backed Securities and Taxable Municipals. Duration can be customized based on client objectives while sector and security selection are based on market opportunities. 

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SNW Credit

SNW's Credit Strategy is an actively managed strategy that provides clients with exposure to certain credit sectors of the investment grade taxable bond market.  The strategy is appropriate for investors willing to take credit risk and includes Corporate and Taxable Municipal bonds. Duration can be customized based on client objectives while sector and security selection are based on market opportunities. 

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Portfolio Durations

 

 
 
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Ultra Short

The Ultra Short Duration Strategy exhibits minimal sensitivity to changes in interest rates. It has a weighted average portfolio duration of .5-1.5 years with individual bond maturities no greater than 3 years.

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Short

The Short Duration Strategy exhibits limited sensitivity to changes in interest rates.  It has a weighted average portfolio duration of 2-3 years with individual bond maturities no greater than 7 years.

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Intermediate

The Intermediate Duration Strategy exhibits moderate sensitivity to changes in interest rate.  It has a weighted average portfolio duration of 3.5-4.5 years with individual bond maturities no greater than 12 years.

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Long

The Long Duration Strategy exhibits extensive sensitivity to changes in interest rates.  It has a weighted average portfolio duration of 5-8 years with no limitation on individual bond maturities.

 

Your Situation

 

 
 
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Proximity To Retirement

Required minimum distribution

Lifecycle of portfolio

 

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Tax

State of Residence

Federal Tax Bracket

 

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Custom Requests

Needs based upon each clients specific information

 

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Cash Needs

Are there income needs such as reoccurring cash needs