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Bond Management Strategy

Exclusively focused on individual,
high-quality, taxable and non-taxable intermediate-term bonds


Returns on intermediate-term bonds have been similar to those of long-term bonds.*

Intermediate-term bonds have been far less volatile than long-term bonds.*

High-quality bonds protect your principal better than
lower-quality bonds.


Provide liquidity, preserve principal and produce predictable income in the portfolio.

*Ibbotson SBBI. 2012 Classic Yearbook.

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