CUSTOM BOND PORTFOLIOS
The peace of mind to relax.
One Oak optimizes cash flows and maturities around financial goals.
Each bond portfolio is managed to fit individual specifications.
Portfolios aimed at attractive after-tax risk-adjusted return.
One Oak reviews your goals and risk tolerance (interest rates, credit, income, and capital needs) to analyze the effects of including a One Oak portfolio with current holdings, determining a structure, fund, or separate account, as appropriate.
Get a fixed income portfolio review that will assess a portfolio’s current sensitivity to both interest rate and credit risks.
A process to meet your fixed income investment objectives
Discuss needs, goals and risk tolerance (interest rates, credit, income and capital needs)
Analyze effects of including one or both of the One Oak portfolios with current holdings
Determine structure of a One Oak solution: Fund or separate account, as appropriate
Review and outline imbedded risks and objectives in current portfolio
Compare to investor objectives: risk-adjusted return, income or a combination
One Oak has a solution that may fit your objectives
Historically low interest rates combined with uncertainty around credit risk has caused many investors to seek a second opinion on their fixed income portfolios. For those investors seeking a second opinion, One Oak is offering a complimentary fixed income portfolio review that will assess a portfolio’s current sensitivity to both interest rate and credit risks.
Our assessment will look at your fixed income holdings from an overall portfolio standpoint while taking into consideration profit and loss opportunities, current relative values, and interest rate risk. We will offer our view and thoughts regarding potential actions. Investors should always seek the counsel of their tax advisory prior to taking action.
If you are interested in pursuing this for your portfolio, please complete the information below and enter “Second Opinion” in the subject. We will follow up with you shortly thereafter.