Fixed Income

Segall Bryant & Hamill offers a wide range of taxable and tax-exempt fixed income strategies. We have the ability to customize solutions to meet our clients’ specific needs.

  • Short Term Fixed Income

    • AUM/AUA: $306.50 million*
      Inception Date: 7/1/02

      The objective of the Short Term Fixed Income strategy is to preserve capital and generate maximum current income by investing in high-quality securities, primarily with final maturities of three years or less.

  • Short Term Plus Fixed Income

    • AUM/AUA: $446.94 million*
      Inception Date: 9/1/15

      The Short Term Plus Fixed Income strategy seeks current income by investing in a diversified portfolio of investment grade and high yield securities with a target duration of less than two years.

  • Intermediate Fixed Income

    • AUM/AUA: $2882.95 million*
      Inception Date: 1/1/87

      Diversified portfolio of high-quality securities with typically less than 10-year average maturities benchmarked against the Bloomberg Barclays US Intermediate Government/Credit Index.

  • Intermediate Municipal Fixed Income

    • AUM/AUA: $534.73 million*
      Inception Date: 7/1/1991

      Diversified portfolio built with client-specific tax and liquidity requirements. Turnover within accounts is designed to maximize clients’ after-tax cash flows.

  • Short/ Intermediate Municipal Fixed Income

    • AUM/AUA: $630.42 million*
      Inception Date: 1/1/03

      Diversified portfolio built with client-specific tax and liquidity requirements. Turnover within accounts is designed to maximize clients’ after-tax cash flows.

  • Core Fixed Income

    • AUM/AUA: $2679.78 million*
      Inception Date: 1/1/87

      Diversified portfolio of high-quality securities benchmarked against the Bloomberg Barclays US Aggregate Index.

  • Core Plus Fixed Income

    • AUM/AUA: $1003.06 million*
      Inception Date: 1/1/92

      Diversified portfolio of investment grade and high yield securities benchmarked against the Bloomberg Barclays US Aggregate Index.

  • Quality High Yield Fixed Income

    • AUM/AUA: $57.95 million*
      Inception Date: 10/1/00

      Diversified portfolio of high-quality high yield securities benchmarked against the Bloomberg Barclays US Corporate High Yield Ba Index.

  • Long Term Fixed Income

    • AUM/AUA: Please see LDI AUM/AUA below
      Inception Date: 1/1/83

      Diversified portfolio of high-quality securities with longer-term durations benchmarked against the Bloomberg Barclays US Long Government/Credit Index.

  • Liability-Driven

    • AUM/AUA: $623.15 million​*
      Inception Date: 12/31/06

      For investors seeking fully customized Liability-Driven Investing solutions tailored to client requirements and constraints.

  • *Data as of March 31, 2020.