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Fixed
Income Management
At Roffman Miller
Associates, we look to Fixed Income
securities as a way to:
Our Fixed income
investments are limited to:
-
U.S. Government
obligations
-
U.S. Government
Agencies
-
High quality corporate
issues
-
Tax free municipal
bonds.
We carefully
evaluate and determine the “right” allocation between
fixed income and equity based on the client’s individual
requirements. Unless specific client needs
dictate otherwise, we generally focus on short and
intermediate term securities to generate income while
reducing overall portfolio risk. In doing so, we
stagger maturities in order to improve returns.
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Roffman
Miller Associates, Inc. (RMA) is an SEC-registered
investment advisor located in Philadelphia,
Pennsylvania. In addition to registering with the
SEC, RMA notice files with the states of
Pennsylvania, Delaware, Maryland, California, New
Jersey, New York, Texas, Florida, North Carolina, Virginia and Connecticut. This website
provides general information about Roffman Miller
Associates, Inc. and is not intended to offer
investment or financial planning advice. The
purpose of this site is to provide you with
information about the firm and our investment
philosophy, and to provide a means for you to
contact us for further information. Please click here for additional Disclaimer and Regulatory
Information. |
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