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The Role of Fixed Income Series

How to Explain Fixed Income to Clients

A 3 part framework: income, diversification, and tax efficiency.

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The Role of Fixed Income Series

How to Explain Fixed Income to Clients

This video breaks the answer into three roles fixed income plays in a portfolio: income, diversification, and tax efficiency. Income is generally derived from periodic interest payments and the return of principal at maturity. Diversification works because bonds have historically exhibited different return patterns than stocks, which may provide diversification benefits. And for clients in higher tax brackets, municipal bonds can improve after-tax returns while keeping a conservative risk profile.

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You already do this with equities. Now do it with bonds.

Fixed Income SMA brings that same credit quality, liquidity, and valuation approach to bonds, with customizable laddering strategies and continuous monitoring built into the platform you already use.

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For financial professional use only. Not intended for public distribution. Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.
This website is intended for investment professionals only. It is not intended for use by private investors. Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc. 
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