Call us 502.814.1227Get in TouchClient Login

Income Investment Strategy

Sachs Investment Group's general objective for fixed income accounts is to produce the highest level of income that is consistent with safety of principal.  Because long-term investors are not paid to minimize risks with income instruments, we focus on buying quality.

Our income investment strategy includes:

  • A focus on investment grade quality to reduce risk and preserve capital
  • Evaluation of risk versus yield reward
  • Duration and forecast for interest rate environment
  • Active management to reduce volatility and maintain income levels

Income investments include BBB+ rated or better corporate bonds, U.S. Treasuries and, if appropriate, foreign government bonds.  Preferred stocks, convertible bonds and dividend producing income stocks provide a competitive level of income and a hedge against inflation with potential for an increasing income stream.

Get in Touch

Need some personalized advice?

We're here to help. Get in touch with us and we'll happily guide you in the right direction.

Website Design For Financial Services Professionals | Copyright 2020 All rights reserved