Fixed Income Portfolios
West Coast Asset Management's separately managed fixed income portfolios are customized to meet the specific needs of our clients, including capital preservation, tax efficiency, inflation protection, current income, diversification, and liquidity.
West Coast Asset Management evaluates 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.