Highly tenured team

History of success managing preferred securities across various interest rate and credit cycles

Proprietary tax analysis

Identifies securities that distribute Qualified Dividend Income (QDI) vs. interest income

Global reach with local knowledge

Experienced analysts and traders in the key markets including New York, London and Hong Kong offer local knowledge and real-time decision making


Highest income rates

Preferred securities tend to offer higher yields than similarly rated bonds, and potential tax advantages

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Large global institutional investment universe

We seek to add value by providing access to the $1 trillion, over-the-counter, preferred securities market. As well as securities of high quality and historically stable companies.

Diversification from stocks and bonds

Historically, preferred securities have exhibited low correlation of returns to equities and fixed income

Our strategies

Need to contact us?

We’d be happy to answer questions about our investment solutions or any corporate-related inquiries.