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Our Capabilities: Fixed Income

Optimize your longer-term fixed-income investments in the current interest rate environment with William Blair’s fixed-income capabilities.

Questions to Consider

How do you optimize your fixed-income investments in the current interest rate environment?

Where does fixed income fit in your overall asset allocation?

Are your financial goals, risk tolerance, and time horizon aligned?

Fixed income is a key component of any asset allocation decision. In constructing fixed-income portfolios for our clients, we carefully analyze the credit and interest rate risks and opportunities of an array of fixed-income securities. Fixed-income investments offer clients:

  • A strategy to complement equity holdings
  • Capital preservation
  • Potential to reduce interest rate and reinvestment risk
  • Instruments to match financial objectives, time horizon, and risk tolerance
  • A predictable steady stream of income
  • Diversification by geography, maturity, sector, and credit quality
  • Tax-advantaged income for U.S. government and municipal bonds
  • Liquidity


Fixed-Income Capabilities

As an investor, it is critical to implement an asset allocation strategy that meets your investment goals across all market cycles. A key component of any asset allocation decision is fixed-income investments and cash-savings vehicles that can help preserve capital, earn a reasonable rate of return, and reduce risk. William Blair provides customized fixed-income strategies to help meet your investment goals, tax situations, cash flow, and liquidity needs across all market cycles.

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Contact Us

If you have questions or would like more information, please contact your William Blair Wealth Advisor or PWM@williamblair.com.

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