⌟ 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.

Risk Disclaimer

Any type of information available on this website [wwww.williampaulstern.com] should not be considered as suitable investment advice nor should it be depended upon, as the foundation of a decision to enter into a transaction or any type of financial decision.

We urge investors to always seek the advice of industry specialists regarding the contents and the appropriateness of any kind of investment opportunity. William Paulstern will not be held liable or accountable for any losses or recurring losses incurred by investors that act upon the available information included within this website.

The features of a strong portfolio

  • Long Term Focus
  • Sustainability
  • Overcoming Challenges
  • Strategy


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