Investment
Strategy
PDR Advisors
understands that in the world of customized fixed income solutions for an institutional or high net worth account base it
is imperative not to offer a “black-box” solution to any client. With our focus on customizing
a fixed income portfolio designed to address all clients’ needs and expectations and regulatory and statutory requirements,
classifying a portfolio by a specific style or discipline may not offer any advantages to our clients. That
being said, it is appropriate to try and define certain fixed income categories which PDR Advisors has to offer with a core
competency and high level of expertise.
Enhanced
Cash Strategy --- typically is defined as a portfolio whose average maturity or average duration is under one year.
This Enhanced Cash Strategy is available for accounts with a preference for either tax advantaged income or fully taxable
income and total return. The tax advantaged focus is directed at both the Federal and State tax level for
interest and income. PDR Advisors offers expertise in managing overnight investment mandates as well as investment mandates
requiring average maturities as short as 30-90 days for both taxable and tax advantaged portfolios.
Limited
Duration Strategy --- typically is defined as a portfolio whose average maturity or average duration is
between one and three years. This Limited Duration Strategy is also available for accounts
with a preference for either tax advantaged income or fully taxable income and total return.
As is the case with an Enhanced Cash Strategy portfolio, the tax advantaged focus is directed at both the Federal and
State tax level for interest and income. PDR Advisors offers expertise in managing portfolios that may use a 1-3 year or a
1-5 year index as a relative benchmark.
Intermediate – Long Strategy --- typically is defined as a portfolio whose average maturity
or average duration is greater than three years. This Strategy is available for accounts with a preference
for either tax advantaged income or fully taxable income and total return. As
is the case with both the Enhanced Cash Strategy and Limited Duration Strategy, the tax advantaged focus
is directed at both the Federal and State tax level for interest and income. PDR Advisors offers expertise in managing portfolios
that may use a 1-10 year or a Lehman Aggregate as a relative benchmark. Insurance companies may typically
have their portfolios managed in this Strategy, utilizing tax exempt municipals, trust preferreds and DRD-eligible preferreds
if allowable under an investment policy.
