Sheffield Investment Management, Inc.

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Selecting Fixed Income Securities

SIMI primarily invests in the following fixed income assets:

Investment-quality domestic corporate bonds (rated BBB or higher by ranking agencies such as Standard & Poor's or Moody's);
Municipal bonds (when advantageous for taxable accounts);
Convertible bonds where the underlying equity meets SIMIís equity criteria;
U.S. Department of Treasury and government agency bonds;
Bonds of foreign governments and foreign corporate issues; and
Bond mutual funds having a desired focus.

Bond maturities are typically "laddered" within client accounts to provide for a regular flow of capital. SIMI utilizes a variety of institutional brokerage sources for bond purchases and sales, allowing clients to benefit from a wider variety of choices and better pricing on trades. 

 

Getting to Know You Asset Allocation Equity Selection Fixed Income Selection Account Review
 
   
 
    
 

 

Sheffield Investment Management, Inc.

900 Circle 75 Parkway, Suite 750    Atlanta, GA  30339 

(770) 953-1597    fax (770) 953-3586

 

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