WCAM manages customized bond portfolios tax efficiently to fit specific client needs.
West Coast Asset Management’s (WCAM) separately managed fixed income accounts offer a diversified portfolio of bonds tailored to suit each client’s specific needs, including capital preservation, tax efficiency, inflation protection, current income, diversification, and liquidity.
We evaluate each fixed income security on an individual basis within the context of a portfolio, and applies internal views on interest rates, inflation, and credit risk. Depending on specific client needs, portfolios are typically constructed of Corporate, Municipal, and Treasury bonds.
PORTFOLIO CONSTRUCTION
- Taxable Fixed Income Portfolios
- Tax Exempt Fixed Income Portfolios
- Balanced Portfolios (a mix of stocks and bonds)
- Separately managed fixed income accounts are held in clients’ name at institutional custodians and managed with discretion by West Coast Asset Management.
