Fixed income as a portfolio function
At Birch Century International we believe that fixed income allocations continue to perform as a core function in the management of portfolio diversification.
We provide access to high-quality, investable grade fixed income solutions, suitable for a range of investor risk profiles, liquidity preferences and maturity horizon scope.
Flexible selection process
Our fixed income selection process is focused on the delivery of diversified solutions that present investors with satisfactory levels of return in line with specified risk parameters.
Whilst many fixed income solutions are often tied to a predetermined maturity period, our underlying philosophy dictates that portfolios are constructed under consideration of both the income and liquidity requirements of individual investors.
Maintaining this level of flexibility provides investors with the assurance that their assets are positioned to deliver unrestricted, optimized returns.
Debt mutual funds
Access to a range of third-party debt mutual funds provides a fixed income allocation with greater control over liquidity. Leveraging on the benefits of diversification, allocations are proactively managed around market conditions, interest rate movements and credit fluctuations.
Primary and secondary bonds present investors with the opportunity to capitalize on the longer-term benefits of investment grade bond placements. In conjunction with debt mutual funds, high-quality bond positions help to stabilize portfolio performance in line with client specific objectives.
- Fixed coupon bonds - Coupon rates are set on issue and deliver a consistent return during a predetermined maturity horizon. Interest payments are accurately forecasted as payments are typically made annually, semi-annually, quarterly or monthly. A low risk strategy, fixed coupon bonds present investors with a reliable source of income whilst preserving principle value.
- Step-up bonds - Coupons increase incrementally over time according to the schedule determined on issue. Call issues are often placed on step-up bonds with call facilities activated at intervals during the schedule. Investors unwilling to commit to longer-term fixed bond positions typically accept lower yields over the short-term before being reward with rising increments as the issue progress towards maturity.
- Zero coupon bonds - Issues are offered with attractive discounts as interest is paid only as the bond period matures. In some instances, interest is compounded until full value is realized at maturity. By this nature, zero coupon bonds tend be more volatile than other issue types.
Enhancing the ability to diversify the performance of an optimized portfolio
Investing in Alternatives
- Introduction to Alternatives
Alternative investing acts as a compliment to the existing makeup of a balanced portfolio more typically comprised of traditional asset classes such as equities and bonds.
- Secondary markets
Secondary markets present buyers and sellers of private with the ability to trade and liquidate their private equity holdings. Birch Century connects investors with institutions to facilitate secondary, direct and synthetic private equity transactions.
Private clients, family offices and institutions
- Private Investors
Our private clients are individual, retail investors whom seek to the dedicated attention to the efficient management of their wealth accomplished only through the bespoke client-centric model that has become the hallmark of our firm.Read more
- Family Office
Our family office services are designed around the specific needs of high-net worth families whose financial management requirements demand the dedication of a professionally managed solution.Read more
At the institutional level, our client base is comprised of financial intermediaries, independent wealth managers, insurance companies, nonprofit foundations and corporate financial committees.Read more
What does being our client mean for you?
What to expect
As an independently managed firm, we understand that the success of our firm is highly dependent on the success of our clients.
We continue to place emphasis on the improvement of our services as our professionals go above and beyond to ensure that Birch Century maintains it's status as a leading provider of choice.Read more