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

    • Assets: $414.2 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

    • Assets: $461.5 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

    • Assets: $2,850.9 million*
      Inception Date: 1/1/87

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

  • Municipal Fixed Income

    • Assets: $1,100.0 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

    • Assets: $3,250.9 million*
      Inception Date: 1/1/87

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

  • Core Plus Fixed Income

    • Assets: $1,059.5 million*
      Inception Date: 1/1/1992

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

  • Quality High Yield Fixed Income

    • Assets: $65.0 million*
      Inception Date: 10/1/2000

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

  • Long Term Fixed Income

    • Assets: $192.2 million​*
      Inception Date: 1/1/1983

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

  • *Data as of June 30, 2019. To provide transparency into the firm’s Model UMA assets, SBH is renaming AUM (Assets Under Management) to AUM/AUA (Assets Under Advisement) and providing Model UMA assets quarterly, starting with 2Q19.