Client Portfolio Management

About

The Client Portfolio Management team at Income Research + Management is responsible for managing and optimizing client portfolios across various fixed income strategies. This team works closely with institutional investors and private clients to ensure alignment with investment goals, risk tolerance, and market conditions. They provide tailored portfolio solutions, including short duration cash, core, credit-only mandates, LDI custom portfolios, and tax-efficient municipal bond strategies. Their primary focus is to deliver optimal performance and client satisfaction through strategic asset allocation and ongoing portfolio management.