Fixed Income Strategy

Our fixed income strategy utilizes a well-defined and proven process. By investing in high quality issues and not taking excessive risk, our clients earn a reasonable yield and total return with limited duration risk.

• Quality – A rated or higher bonds
• Maturity – Intermediate
• Sectors – Treasury, Agency, Corporate, Government and Mortgage bonds. For tax free income the allocations are between General Obligation bonds and Revenue bonds.
• Spreads – Evaluation of the yield spreads on a historical basis.

For more information on how First Midwest Bank Wealth Management¹ can meet your needs, contact a First Midwest Wealth Management Officer today.