JJ Lloyd’s proprietary fixed income management encompasses investment grade municipal, high yield municipals and government/corporate bond portfolios.
Our objective is to build research-based and well-diversified portfolios that are well-positioned to generate total returns in excess of the market benchmarks over a market cycle. We do not predict the direction of short-term interest rates but rather seek to exploit relative value opportunities as they arise. Research is the key to identifying value in the fixed income markets and is at the center of each of our fixed income investment strategies. Whether managing dedicated bond portfolios or the fixed income portion of balanced portfolios, JJ Lloyd recognizes that each client has unique investment objectives and risk tolerance levels. Accordingly, all of our bond portfolios are customized to meet a client’s particular income tax, cash flow and time horizon requirements.