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.

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.

  • Municipal Bond & Strategy Update
    We believe municipal bonds are still and always will be critical to wealthy investors, but we now feel that the period of municipal outperformance is behind us. We believe that interest rates have stopped going down in general and we are vulnerable to long-term interest rates moving higher in the next few months. We expect
  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week Fed Says U.S. Economic Activity Has Picked Up to Moderate Pace Coinbase stock closes down day after landmark Nasdaq debut The US Treasury yield curve flattened for the second week in a row as traders attempt to reconcile current interest rates with the materialization of
  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week Biden open to negotiating on corporate tax hike, but says U.S. must take bold action on infrastructure Explainer: What is a global minimum tax and how could it affect companies, countries? The US Treasury yield curve bull flattened in the week, with yields in the