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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.

  • January Inflation Update
    Written by Peter Baden, CFA, Chief Investment Officer Headlines of the Week US Bureau of Statistics – CPI “When demand exceeds supply, the price must go up!” Or so my Microeconomics 101 professor used to say. Let’s look at our current inflation situation through that lens. Spring 2020: Pandemic hits, we close all non-essential businesses, everyone
  • Fixed Income Sector Review
    Written by Peter Baden, CFA, Chief Investment Officer Sector Review With the Fed tapering and entering a new phase of the rate cycle, we anticipate increased volatility in the markets. With volatility comes opportunity to pick up bonds at good prices and improve our portfolios. We continue to like municipal bonds, improving corporate credits and select preferred
  • 2021 Year End Outlook & Update
    All in all, 2021 was a reasonable year. While the bond indices didn’t show much strength, our hard work paid off and we had a good year. As we look into 2022, we expect another challenging year, but we are prepared for it. We are positioning our portfolios to take advantage of the opportunities and