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The Portfolio Management
Objective is simple: Preserve your capital.
Meredith Portfolio Management’s
taxable bond portfolio management program provides sustainable
yield over the long term without compromising our primary
objective, the preservation of capital. We define and
customize investment strategies for each of our clients,
reflecting their risk tolerance, tax situation and income
needs.
Our Broker Dealer Affiliation
is all in your behalf, where it should be.
Through our
affiliated broker dealer, Robert R. Meredith & Co (RRM), we
negotiate aggressively with our nationwide contacts in the
fixed-income marketplace, with only Meredith Portfolio
Management clients’ interests as our primary duty. RRM does
not hold inventories and is not motivated to allocate firm
holdings to client portfolios. RRM does not underwrite bond
offerings, and so is not pressured to serve the distribution
needs of issuers.
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