⌟ Fixed Income
Similar to equities, fixed income represents an ample class of assets that spans the entire risk vs. reward range, from bonds to derivatives. Our experienced managers customize portfolios and investments to match each client’s specific investment needs and financial aspirations.
Fixed income securities are an important part in any portfolio; they are vital not only in terms of asset diversification but provide crucial capital stability which translates into a steady flow of income. According to our research institutions generally invest anywhere in between 15% to 30% of their portfolios in fixed income securities.
Heritage. Since its inception, William Paulstern has provided equity solutions to an extensive range of institutional investors ranging from corporate and public retirement plans to endowments.
Dilligent risk control. We employ a company-wide approach with a common channel of communication in order to uncover, monitor and reduce factors that determine risks.
Wealth of information. William Paulstern’s in-house market analysts and portfolio managers engage in cross-disciplinary dialogue between various teams of asset specialists to ensure that our equity strategies are leveraged to their maximum value-generating potential.
This strategy allows us to generate value by enabling us to perform in a competitive, yet professional and transparent way.