IBN’s specialty is designing investment strategies for fixed income portfolios. Along with bond proceeds, we are often given the opportunity to design investment strategies for a client’s non-restricted accounts. These funds range from depreciation funds at hospitals, to general funds at a municipality and many others.
IBN approaches these funds with the same thoughtful planning as bond proceeds: a separate and distinct account, designing each portfolio with its own set of cash flow needs, permitted investments (internal investment policy) and time horizon. This individualized approach may include varying maturities in anticipation of yield curve and interest rate changes, shifting sector allocations as relative value changes and swapping from one security to another as the market presents opportunities.
Our overall goal is to help enhance client portfolios through conservative investment strategies designed to optimize investment returns in compliance with investment objectives.