The experience and analytical capabilities of our management team enables us to deliver a high level of service specific to each client. Davidson Fixed Income Management offers value-added services to help improve performance within your organization's specific investment objectives and goals.
  • Separately Managed Accounts
    We specialize in providing customized fixed income portfolio management services for a broad array of government and non-profit entities. Our advisors offer significant depth and experience to those searching for fixed income management services. We offer a full menu of investment advisory services ranging from investment management on both a discretionary and non-discretionary basis, to advice regarding the improvement or development of internal benchmark and portfolio reporting capabilities. Our software and analytical tools currently assist the investment management process for those investing in fixed portfolios of $5 million to $600 million.
  • Structured Investments
    The structured investments division is dedicated to evaluating and structuring a wide array of complex transactions. We serve as an independent advisor in structuring bond proceed investments with utilizing guaranteed investment contracts, repurchase agreements or forward purchase agreements. Through our understanding of the capital markets, our swap advisory service provides valuable analysis and structuring of interest rate swaps, caps, locks, basis swaps and other complex transactions.
  • Fund Portfolio Management
    Our portfolio management expertise is not only utilized by governments for customized portfolios, but also for a local government investment pool and a tax exempt mutual fund. With a specific focus on fixed income securities, our portfolio managers strive to provide value to clients according to their investment policy directives.