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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.

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.

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.

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.

Insights and News

See the latest news from Genoa Asset Management.

  • Weekly Fixed Income Update
    Written by Peter Baden, CFA, Chief Investment Officer Headlines of the Week Social Security COLI Increases, largest in 40 years Tapering on Track Taper now or Taper Later? That is the question on the markets mind. Analyzing the various economic tea leaves, the Fed could easily justify starting the Taper now or they could justify starting
  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week Where Ida stands among the worst hurricanes to hit Louisiana Joe Manchin says he will oppose a $3.5 trillion budget bill The US Treasury yield curve barely budged in the week, even when considering the increase in long-term yields that materialized after today’s disappointing jobs
  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week Watch Fed Chair Powell deliver his key Jackson Hole economic speech live Afghanistan Death Toll Climbs As Pentagon Clarifies 1 Bomber Was Involved In Attack Tropical Storm Ida Is Strengthening and Forecast To Slam Gulf Coast As A Major Hurricane Sunday The US Treasury yield