Fixed Income Services

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FIXED INCOME REMAINS A CORE TOOL FOR STEADY INCOME AND CAPITAL PRESERVATION

For many investors, fixed income is their “safe money.” It’s a reserve of capital meant for retirement, future needs, or to weather volatility in the stock market. Learn more about how fixed income could be a tool for low-risk investors aiming to build a steady source of income.

CUSTOMIZED PORTFOLIOS TO FIT YOUR NEEDS

MONTAG’s fixed income services utilize various approaches to structuring bond portfolios and we can tailor them to suit your specific needs. We can craft a personalized portfolio of bonds to help achieve your financial goals, such as generating income, diversification, total return, or capital preservation. Our bond ladder strategy highlights diversification and predictable income while also providing the flexibility to reinvest, reallocate or reduce expenditures as bonds mature over your investment time horizon.

MONTAG has a dedicated fixed income manager on staff. We will work together to define your fixed income objectives, after which your MONTAG team will meet with you to discuss potential strategies and determine which bond options are most conducive to reaching your goals.

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Municipal Bonds

Purchase tax-free municipal bonds directly and avoid the stress of DIY investing.

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Treasury Bonds & Bills

Buy treasury bonds directly from the aftermarkets at any maturity range, from one week to 30 years.

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Corporate Bonds

Invest in short- or long-term corporate bonds with selective precision based on your needs.

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Agency Bonds

Purchase low-risk agency bonds issued by U.S. federal agencies or GSEs.

Meet MONTAG’s Fixed Income Manager

Amy Carcione, CFA

“By working closely with wealth managers and their clients, I help them understand and feel confident about how we're investing their assets.”

– Amy Carcione, CFA | Fixed Income Manager

The fixed income market is rapidly changing, with significant movement day by day. Knowing this, you need a fixed income manager who’s dedicated, has done their research, and can make a purchase on a moment’s notice

Meet Amy Carcione, MONTAG’s Fixed Income Manager. Amy keeps her finger on the pulse of the fixed income markets. Her relationships with over 20 national broker dealers allow her to offer liquidity, competitive pricing, and broader market access for MONTAG clients.

Contact Us To Learn More About MONTAG’s Fixed Income Services

 

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    Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.