Investment Solutions - Fixed Income Portfolios
Our fixed income style is based on the belief that superior long-term returns can be achieved with less-than-market risk by focusing the investments in high-quality securities and seeking to add value through active duration management and the selective rotation of market sectors and the securities within those sectors.
Municipal Fixed Income Portfolio
Capstone’s Municipal Fixed Income portfolio invests in tax‐free bonds to maximize after‐tax income and preserve capital. The portfolio investments in state specific or national municipal bonds typically offer a high degree of safety and a predictable income stream.
Download Municipal Income Portfolio Fact Sheet
Current Income Portfolio “CIP”
Capstone’s Current Income Portfolio “CIP” invests in bonds primarily for the highest possible levels of coupon and interest income, while maintaining credit quality. The portfolio is designed for investors who are focused on optimizing their bond portfolio for income.
Download CIP Portfolio Fact Sheet
Core Fixed Income Portfolio
The Core Fixed Income Portfolio’s objective is to preserve capital while providing investors with income and the potential for capital appreciation through investments in high quality U.S. domestic bonds. The portfolio is primarily an intermediate‐duration portfolio focused on total return.
Download Fixed Income Portfolio Fact Sheet
Cash Management
Our secure cash management solutions include investments in short‐term instruments such as money market funds, treasuries, commercial paper and more.
