Fixed Income Services
Our Team = Your Team
Elevate your knowledge of fixed income offerings by partnering with Bartlett Wealth Management’s team of in-house fixed income professionals. This service affords users access to curated lists of corporate bonds and preferred stocks, model portfolios, and actionable insights, positioned to take your firm’s fixed income capabilities to the next level.
Investment Lists
Receive professionally curated lists of corporate bonds and preferred stocks weekly, with price guidance and recent changes.
Model Portfolios
Gain access to Bartlett’s model fixed income portfolios with holding-level detail and attributes like average maturity, duration, and yield.
Insights
Receive Bartlett’s fixed income insights, updates, and quarterly commentary.
Receive professionally curated lists of corporate bonds and preferred stocks weekly, with price guidance and recent changes.
Gain access to Bartlett’s model fixed income portfolios with holding-level detail and attributes like average maturity, duration, and yield.
Receive Bartlett’s fixed income insights, updates, and quarterly commentary.