Crown Hill offers a wide array of fixed income products that meet specific client risk profiles. Each client's guidelines are tailored to reflect its particular investment needs with respect to interest rate exposure, sector allocation and credit quality. Our specialty is structuring a fixed income portfolio that meets each client’s underlying liability profile.

Our disciplined investment process seeks to add value through: (i) building the benchmark portfolio that matches the client’s liability profile (ii) controlling portfolio duration and cash flow within a band relative to the client specific benchmark (iii) security selection, (iv) tactical yield curve strategies including twist, shift and butterfly risk management (v) rigorous quantitative analysis of the valuation of each security and the portfolio as a whole, (vi) knowledgeable credit analysis and review, and (vii) the judgment of experienced portfolio managers.

Through a rigorous analytical process that involves evaluating macroeconomic trends, technical market factors, yield curve exposure and market volatility, Crown Hill establishes the framework for positioning client portfolios. Duration, yield curve exposure, convexity, sector weighting, credit quality, and liquidity are considered and portfolios are constructed to be diversified by sector, sub-sector, and security.