Fixed Income Portfolio Management

Individually designed taxable and tax free portfolios.
Access to comprehensive areas of fixed income including: Tax Free Municipal Bonds, U.S. Treasuries, U.S. Agencies, Certificates of Deposit, Corporate Bonds, Preferred Stocks, and Money Markets.
Liquidity and cash flow considerations are carefully analyzed.
Top credit quality provides stable cash flow.
Laddered fixed income securities to minimize maturity risk.
Custom funding and cash flow design to preserve purchasing power adjusted for inflation.
Consulting Services for Separately Managed Institutional Portfolios.
Preservation of assets is spoken rule for the continuance of wealth transfer from generation to generation.

This website is only intended for clients and interested investors residing in states in which the Financial Advisor is registered. Janney Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed. Not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA Brokercheck at https://brokercheck.finra.org/ to verify a Financial Advisors registration information.

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Mark Kelley’s registered trademark is not a registered Janney trademark and is not indicative of any Janney product or service.

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Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser. Member NYSE, FINRA, SIPC.

Fixed Income Portfolio Management

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