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"Sometimes when we are generous in small, barely detectable ways it can change someone else's life forever "
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- Brookmont Capital provides active and passively managed bond portfolios
- Passive management includes a laddered bond portfolio held to maturity
- Primarily focused on current income and preservation of principal
- Bond ladder will emphasize intermediate maturities to minimize volatility
- Active management includes proactive trading to capture arbitrage opportunities
- Fixed income portfolios will include taxable or tax-free bonds, or a combination
- We work with several institutional fixed income dealers to receive best trade execution, access to a wide inventory of bonds, and management of credit quality
- Brookmont Capital has access to the Bond Syndicate in new offerings
- We avoid purchasing low-quality instruments or bonds with maturities past 15 years
- We diversify our bond portfolios similar to the way we manage our equity allocation
- No bond concentrations
- Invested among several sectors and industries
- Varying maturities
- We monitor credit ratings on a daily basis
- Active cash management is available through brokered CD's, commercial paper, and Agencies
- Neal Scott, Principal and Fixed Income Manager, brings more than 17 years of experience in fixed income trading and analysis
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