Fixed Income Management

McQueen, Ball & Associates believes that a high grade fixed income portfolio is a core strategy in an appropriately balanced asset allocation plan. The achievement of a low risk tax efficient stream of income provides both cash flow and stability of returns over time.

McQueen, Ball & Associates is a value oriented fixed income manager. Our strategy emphasizes high quality, intermediate term issues and may include tax exempt, Treasury, and Government agency issues. Security selection focuses on sector allocation, credit quality, duration, and maturity analysis.

Within the tax exempt environment, we are especially attracted to special situations, premium bonds, sinking fund bonds, short call situations, and pre refunded and escrowed issues. We work predominately in the secondary market to take advantage of pricing differentials and seek out those issues that offer the greatest risk adjusted returns within the current environment.

Our clients often have a need for short term cash management and our ability to structure liquid portfolios of T-bills, floating rate, and other short term securities can provide above average returns.