Advisor Flipbooks

Individual bond strategies

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2 Individual Bond Strategies We help investors generate income in a variety of market conditions and interest rate environments. Ladders, Barbells, Bullets, and Term Maturity strategies, managed by SEI's Fixed Income Portfolio Management, are all complementary approaches that can help investors achieve asset accumulation goals. These strategies can be built using an array of portfolio styles or components, depending on whether the objective is to generate tax-free or taxable income. Each portfolio style has its own strengths and weaknesses that can be selected based upon the investor's goals and market expectations.

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