Slide

Customized Fixed Income Investing

We believe…​ Success in fixed income requires the ownership​ of individual bonds in actively managed portfolios customized ​to the personal needs and objectives​ of the investor. Genoa Solutions

Investment Strategies

Genoa Asset Management has four individual bond strategies available to investors. The strategies can be customized to meet specific client needs and objectives.

Intermediate
Municipal Bond

The Genoa Intermediate Municipal Bond Strategy seeks income and total returns through customized portfolios of high-grade, tax-exempt municipal bonds tailored to the specific needs and objectives of the client.

Read More

Municipal
Bond Ladder

Bond ladders are a time-tested strategy. A laddered bond portfolio consists of bonds with varying maturities. As holdings mature, the proceeds may be reinvested into new bonds, or redeployed for your personal or investment needs.

Read More

Enhanced
Income Muni

The Enhanced Income Municipal strategy is a boutique fixed income solutions that invests in callable municipal bonds with higher than typical yields due to the markets inability to assess the likelihood of a call event.

Read More

Opportunistic
Income

The Strategy seeks to maximize total return, including both income and appreciation, by identifying undervalued and opportunistic sectors and securities in the US fixed income markets.

Read More

Quality
Income

The Strategy seeks enhanced income and total returns primarily in high grade US taxable bonds. The Strategy is designed for investors seeking yield and total returns from a portfolio of carefully selected bonds from financially strong issuers.

Read More

Insights and News

See the latest news from Genoa Asset Management.

  • Rates have Peaked!
    November 3, 2023 Okay, maybe we are early (Maybe we are wrong and rates will never be this low again!) but this has been a powerful rally in the long end of the curve. Since October, the 10-year yield had risen 41 basis points to a high of 4.99% and then, failing to break through 5%,
  • Fixed Income Market Update
    October 20, 2023 Since the July 26th meeting (The last time the Fed raised the Overnight rate to 5.25-5.50%), the yield on the US Treasury 30-year Bond has risen 1.13%. Other longer dated bonds have followed suit and their yields have climbed. As the yields have climbed, their prices have fallen, creating another tough year for fixed
  • Fixed Income Market Update
    October 6, 2023 History doesn’t always repeat, sometimes it doesn’t even rhyme. Take 2023 for instance, just about everyone in the market has been calling for a recession. Since 2021 when the Fed started raising interest rates the theme was not “If” but “When” the recession would start and how bad would it be. Why? When the FOMC