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The
Quality Fixed Income strategy targets primarily
top-rated (AAA/Aaa) individual bonds.
Bonds are selected from a variety of issuer types, including U.S.
Treasury, Agency, and tax-exempt municipal obligations. Corporate
bond and mortgage-backed security positions, if included, are implemented
through low-cost, diversified mutual funds. Gould actively manages
accounts with respect to income requirements, duration (interest-rate
sensitivity), issuer type, call features, tax sensitivity, and liquidity.
This strategy’s goal is to achieve superior risk-adjusted
performance of fixed-income assets.
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