Fixed Income Portfolio Solutions
Yule Creek is a fixed income specialist that manages portfolios for private clients and family offices.
For clients focused on capital preservation, we build bond portfolios that minimize volatility, generate steady income, and protect principal. Our portfolios are skillfully designed to remain resilient in changing markets.
CAPITAL
PRESERVATION
ENHANCED
YIELD
Yule Creek can manage portfolios with a diversified income strategy seeking to maximize yield within customizable risk parameters.
Municipal bonds offer far more than just a safe haven for tax-exempt income. For high-tax-bracket investors, they represent one of the most attractive risk-adjusted, after-tax yield opportunities in the entire fixed-income market. Unlocking their full potential requires expertise, diligence, and a willingness to look beyond the short-dated, AA or above rated, and plain-vanilla structures.
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Navigating the municipal market takes work. We dig deep—analyzing smaller issues, unique bond structures, option-adjusted durations, yield curve positioning, and tax nuances. We visit management teams, assess credit risks, and monitor daily market activity, sifting through offerings and bid-wanted lists. We have conversations with brokers and industry professionals to keep a pulse on the market.
At Yule Creek, municipal bond investing isn’t an afterthought—it’s a specialized discipline. We do the heavy lifting so our clients can benefit from tax-efficient portfolios optimized for their unique goals and risk parameters.​​
Through strong relationships with local and regional broker-dealers, we provide clients with access to attractively priced new municipal bond issues, particularly in Colorado, before they reach the broader market.