Investment Portfolios

Investment Portfolios

 

Oppenheimer Investment Advisers offers access to taxable and tax-exempt fixed income portfolios. These investment opportunities follow our risk-averse investment philosophy. Our portfolios are designed to help you preserve and pursue your long-term financial goals.

 

Fixed Income Portfolio Management

The goal of our fixed income strategy is to provide current income, preserve principal and offer the potential for capital appreciation. In both taxable and tax-exempt fixed income portfolios, we offer a diversified selection of high-quality securities. The foundation of our fixed income philosophy is a focus not on simple yield, but on total return—current yield plus appreciation.
 

We focus on the intermediate-term segment of the fixed income market, which has historically delivered most of the total return of longer-term securities with far less volatility. Our managers set maturity and duration targets only after thorough examination of both client parameters and current factors that may affect interest rates. We then determine allocations by identifying sectors that we believe offer the most attractive risk-reward tradeoff relative to the benchmarks. We select individual securities based on our credit research, economic research and the structure of the securities.