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Fixed Income Services

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Integrating fixed income strategies into your portfolio

 

Your portfolio should always work to propel both your short- and long-term goals, while preserving the wealth you’ve worked diligently to grow. Fixed income investments are an essential component of a well-diversified financial plan. Operating with lower risk and steady return, a fixed income investment can help support your aspirations with a reliable stream of income.

 

We have a deep understanding of bonds and fixed income investments. We can help you integrate these core investments into your custom financial plan using a process that is well-defined, focused and disciplined - characteristics needed to help preserve your hard-earned wealth, while providing predictable cash flow now and in the future.

Considerations

Long-term investors can reap the benefits of holding fixed income investments to maturity, a strategy that helps to provide reliable, steady interest payments to fortify your income stream while also preserving principal. We have access to a broad array of investments, including some that are tax-exempt and/or especially tax-efficient when it comes to providing yield and predictable cash flow to support your desired lifestyle. Our team is well-versed in matching your specific goals and risk tolerance with investments that best align with your needs.

Our experienced team is knowledgeable about both the risks and rewards inherent in fixed income products, as well as the variety of both tax-exempt and taxable investments available. We seek out high-quality investments, and manage them in a way designed to safeguard your hard-earned wealth from erosion due to inflation or taxation. Investors who take the long view and hold high-quality bonds to maturity can generally expect a full return of their principal, as well as the stated yield.

Fixed income is a valuable tool for establishing a solid foundation for your portfolio by providing diversification to help smooth out pockets of volatility as various asset classes rotate in and out of favor. We select individual fixed income investments that are not only of a high quality on their own, but also work seamlessly with the rest of your portfolio to deliver a reasonable total return at a risk level you’re comfortable with.

Narrowing an expansive investment universe

 

Your life and financial circumstances are unique, and so are your needs for your wealth management plan and portfolio. Your bond allocation depends on many factors, including your time horizon, risk tolerance, need for income and future goals, so we narrow the menu of choices to offer you a balanced combination of income and stability. We leverage the extensive resources and professionals at Raymond James and utilize rigorous analysis and due diligence to structure a portfolio that specifically suits your objectives.

 

Our years of experience tell us that through various market environments, careful evaluation and investment selection demands close attention. Rather than relying solely on third-party ratings and reviews, our advisors independently scrutinize each investment. This allows up to confidently present you with a truly personalized strategy and plan.

 

We offer a broad range of fixed-income investment opportunities at competitive pricing.

  • US Treasuries
  • Agency and government-sponsored enterprise bonds
  • Brokered certificates of deposit
  • Corporate bonds
  • Mortgage-backed securities
  • Municipal bonds
  • Preferred securities

Investments and account types mentioned may not be suitable for all investors. Investing involves risk, and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Discover more for your wealth journey

Meet your financial advisors

    Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Trustmark Financial Services and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Trustmark Financial Services and Trustmark Bank are separately owned and operated and not independently registered as broker-dealers or investment advisers. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

    Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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