Our Featured Strategies

High Quality Intermediate Municipal seeks to generate attractive levels of after-tax income primarily through a focus on AA-rated municipal securities in the 3‒7 year maturity range. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection.

Diversified Income Strategy is a broad market strategy that seeks to generate high levels of current income and attractive total returns. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Typical investments include investment-grade and high yield corporates, mortgage-backed and securitized securities, preferred stock, convertible bonds, Treasuries, agencies, ETFs, and closed-end mutual funds. 

Managed Income Solution is a broad market strategy that seeks to maximize after-tax income and generate an attractive level of total return. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Typical investments primarily include municipal securities, investment-grade and high yield corporates, mortgage-backed and securitized securities, preferred stock, convertible bonds, Treasuries, agencies, ETFs, and closed-end mutual funds. 

High Quality Intermediate is a broad market strategy that seeks to generate attractive risk-adjusted total return. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Typical investments include corporate securities rated A3/A- or higher, mortgage-backed and securitized securities, Treasuries, and agencies.

Intermediate Plus is a broad market strategy that seeks a high level of current income while emphasizing total return. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Typical investments include investment-grade and high yield corporates, mortgage-backed and securitized securities, Treasuries, and agencies.

Intermediate Plus SMA is a broad market strategy that seeks a high level of current income while emphasizing total return. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Typical investments include investment-grade and high yield corporates, mortgage-backed and securitized securities, Treasuries, and agencies.

Investment Grade Core is a broad market strategy focused on generating attractive risk-adjusted total return. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Typical investments include investment-grade corporates, mortgage-backed and securitized securities, Treasuries, and agencies.

Investment Grade Core SMA is a broad market strategy focused on generating attractive risk-adjusted total return. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Typical investments include investment-grade corporates, mortgage-backed and securitized securities, Treasuries, and agencies.

Ultra Enhanced Core is a broad market strategy focused on generating attractive risk-adjusted total return. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Typical investments include investment-grade and high yield corporates, mortgage-backed and securitized securities, Treasuries, and agencies. 

High Quality Short Term seeks to maximize total return by focusing on securities rated A3/A- or higher in the 0-3 year maturity range. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Typical securities include corporates, asset-backed securities, Treasuries, and agencies. 

Investment Grade Short Term is a low-duration strategy that seeks to maximize income while emphasizing total return by focusing on investment-grade securities in the 0-3 year maturity range. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Typical securities include corporates, asset-backed securities, Treasuries, and agencies.

Limited Duration 1-3 Year seeks to maximize current income by focusing on investment-grade corporate securities in the 0-3 year maturity range. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection.

Investment Grade Intermediate SMA is a broad market strategy that seeks to generate attractive risk-adjusted total return. The strategy actively expresses our macroeconomic views to purse value through duration and yield curve management, sector allocation, and security selection. Typical investments include investment-grade corporates, mortgage-backed and securitized securities, Treasuries, and agencies.

Investment Grade Intermediate is a broad market strategy that seeks to generate attractive risk-adjusted total return. The strategy actively expresses our macroeconomic views to purse value through duration and yield curve management, sector allocation, and security selection. Typical investments include investment-grade corporates, mortgage-backed and securitized securities, Treasuries, and agencies.

Boyd Watterson Asset Management, LLC is the investment advisor for the Limited Duration Enhanced Income Mutual Fund. 

Google Analytics

This feature is only available to sites on the Security and Complete plans.

This Privacy Notice applies to information we collect when you use www.boydwatterson.com. This Privacy Notice describes how Boyd Watterson Asset Management LLC from Cleveland, OH collects, uses, and shares Service-related information about you. Please refer to the appropriate Google Analytics documentation for the specific type of data it collects. Google Analytics does offer IP anonymization, which can be enabled by the site owner.

Data Used: We collect basic visitor information through Google Analytics cookies (page views, search queries, geolocation, return visits, etc.) but you can opt out of cookies at any time via your browser settings. To learn how Google uses your information see Google’s privacy policy. We retain this information for 30 days and use this information for our internal marketing purposes only.

Activity Tracked: This feature sends page view events (and potentially video play events) over to Google Analytics for consumption.