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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 Sarah Conwell, Portfolio Manager Headlines of the Week Biden signs temporary funding bill to prevent government shutdown Sen. Warren calls Fed Chair Powell a ‘dangerous man,’ says she will oppose his renomination China Hidden Local Government Debt Is Half of GDP, Goldman Says Two Fed officials depart amid scrutiny over investment trades The
  • Weekly Fixed Income Update
    Written by Sarah Conwell, Portfolio Manager Headlines of the Week Schumer sets Monday showdown on debt ceiling-government funding bill Evergrande stays silent on its $83 million dollar bond interest payment, leaving investors in limbo The US Treasury yield curve steepened in the week, with the lion’s share of the long-term Treasury yields’ increase coming after
  • 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