Investment Strategies
We tailor Fixed Income portfolios to meet a client’s specific investment goals
Traditional Fixed Income
NIS manages traditional, investment-grade portfolios in short duration, intermediate, and core mandates. We offer separate account vehicles for each approach at $20MM or above. We also offer commingled vehicles for our intermediate and core fixed mandates at $5MM and above.
These commingled vehicles provide twice a month liquidity and use Comerica Bank as custodian of the assets. Our approach across our traditional strategies strives to produce index-similar volatility with outperformance over time.
Enhanced Yield Strategies
NIS offers enhanced yield strategies through commingled vehicles, including High Yield, Total Absolute Return, and Preferred Stock. Each strategy does not utilize leverage and aims to provide higher yields than our traditional investment-grade mandates.
Clients can gain exposure individually to each approach or to all via Dynamic Fixed Income. This approach couples traditional fixed income with our enhanced yield strategies at maximum levels specified by the client.
The enhanced yield strategies are offered through a commingled vehicle that affords twice a month liquidity. The commingled vehicles are all independently audited by Baker Tilly and assets are in custody at Comerica Bank. These vehicles focus on specific areas within the fixed income marketplace with an objective to offer higher yields than the traditional investment grade market.