Redstone Advisors, Inc.
“Coming events cast their shadows before.”
—Thomas Campbell
Strategies
- Our objective is to maximize total return within established client guidelines and investment policy.
- Over time, total returns in fixed income are driven predominately by changes in the level of interest rates and changes in the slope and curvature of the yield curve.
- We utilize a total return framework to construct efficient portfolios by isolating and analyzing the sensitivity of security and portfolio performance to changes in the level of interest rates and yield curve movements.
Short Intermediate Product
- Used for discretionary tax-exempt accounts with a short to intermediate absolute maturity, average life, or duration restriction.
- Value is added through the active management of duration, sector, and swap strategies.
- Utilize only the high quality, marketable sectors of the bond market.
Municipal Bond Product
- Active management strategy used for taxable investors.
- Value is added through the active management of maturity, yield curve, sector, and security strategies.
- Municipal Bond Sectors utilized: General Obligation, Pre-Refunded, Insured, Revenue, Government, and Non-Rated.
- Portfolios structured to take account of specific client tax characteristics.
- Maximize after-tax returns consistent with the preservation of capital.