Income strategies

With interest rates near an all-time low, the search for income on the part of investors has never before been as challenging.  The Metolius Wealth Management Group has many years of experience working with those investors whose objectives called for stable and consistent income from their investment portfolios.  Our ongoing success in working with clients providing income has been aided by the following:

Over 30 years of Team experience serving larger institutional clients in the area of fixed income.

The growth of RBC Capital Markets which is headquartered in New York City and is a leader in U.S. Fixed Income Finance—employing over 350 banking, sales, trading, underwriting and research professionals located in 26 cities throughout the U.S.

The high credit ranking of the Royal Bank of Canada (RBC)-AA3/AA-, which is currently within the top 15 highest credit ratings for any private banking organization in the word.

Our income strategies are globally diversified and actively managed to reduce volatility and provide consistent income for different risk profiles.  Portfolios are managed with the latest technological tools available in the fixed income world.