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Income-Generating Investment Strategies

Specialized investment strategies for consistent income and long-term growth.

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What We Do

What We Do

Bond Harbor Group specializes in income producing investments including bonds, retail credit, real estate-backed investments, and select hedge fund strategies. 

HOW WE HELPChoosing the Right Strategy

Our approach is centered on providing customized strategies that align with the specific needs and objectives of our clients. 

  • Bond Investment Strategies
  • Offering both active and passive strategies to better position bond portfolio performance and growth. Our dynamic approach adapts to what is most appropriate for client goals and market conditions.
  • Corporate Trustee Services/Custody Services
  • We guide you in selecting the appropriate corporate trustee and the appropriate custodian, based on each clients' administrative needs.

Who We Serve:

High Networth Individuals

Bond Harbor Group partners with high-net-worth individuals to structure income-focused portfolios that emphasize tax-efficient and non-taxable income helping preserve capital, generate consistent cash flow, and enhance after-tax returns.

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Corporations

Bond Harbor Group works with corporations to optimize treasury and balance sheet capital through disciplined fixed income and credit strategies—enhancing yield, preserving liquidity, and aligning investments with long-term financial objectives.

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Non-Profits

Bond Harbor Group partners with nonprofits to manage reserve capital through disciplined fixed income strategies—supporting reliable income, capital preservation, and long-term financial stability aligned with their mission.

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Public Agencies

Bond Harbor Group partners with public agencies to manage capital with disciplined fixed income strategies—enhancing income, preserving principal, and aligning portfolios with liquidity needs and public accountability.

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Institutions

Bond Harbor Group partners with institutions to deliver institutional-grade fixed income and private credit strategies—enhancing income, preserving capital, and optimizing portfolio structure with precision and discipline.

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Fixed Income Advisory

The global bond market is approximately 20% larger than the stock market. Bonds typically have a low correlation to other investments such as equities, helping investors reduce portfolio volatility.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

No strategy assures success or protects against loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Stock investing includes risks, including fluctuating prices and loss of principal.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

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