Genoa Asset Management beleives some of the best bonds in a portfolio may already be in the portfolio! Therefore we offer free analysis of the current portfolio, what changes we recommend and an analysis of the recommended portfolio. This way a client can see understand where they are currently and the changes needed to reposition the portfolio.
If the form below, fill in the contact information, portfolio name (and helpful notes) and then cut and paste the list of positions (CUSIP, Units) and click Submit.