Individual Investors

Fixed Income

INVESTMENT PHILOSOPHY/APPROACH

LMCG CORE BOND
LMCG’s Core Bond product builds separately managed accounts of individual bonds seeking to maximize total return while focusing on capital preservation. Investment grade intermediate-term bonds are used to minimize risk and the potential for losses.

The team utilizes an active, multi-sector investment approach to take advantage of changes in the overall interest rate environment, shifts in the shape of the curve, and mispriced individual securities. Turnover is generally low given the high quality and intermediate-term structure of the portfolio.

LMCG MUNICIPAL BOND
LMCG’s Municipal Bond product builds separately managed portfolios of individual, high quality bonds customized to the client’s state of residence to provide maximum state and federal tax efficiency. After-tax returns and capital preservation are the key principals guiding our investment strategy. Investment grade intermediate-term bonds are used to minimize risk and the potentialfor losses.

To provide necessary diversification, portfolios will include bonds from the client’s state of residence, as well as from other states. The mix will depend on the tax implications and credit outlook for the client’s state. Bonds from outside the client’s state of residence will carry a higher yield to compensate for any state taxes incurred.

We utilize an active investment management approach to take advantage of changes in the overall interest rate environment, shifts in the shape of the curve, and mispriced individual securities. Turnover is generally low given the high quality and intermediate-term structure of the portfolio.

Portfolio Management Team

  • Matthew Guleserian, CFA
    Portfolio Manager

    Matthew Guleserian is responsible for constructing and managing investment portfolios for institutions and high net worth individuals. His particular expertise is in fixed income strategy and portfolio management. Prior to joining LMCG, he worked as a portfolio manager for Citizens Financial Group, White Mountain Advisors LLC, and previously for David L. Babson & Company, Inc. Mr. Guleserian holds a B.S. degree in Finance and Investments from Babson College and an M.B.A. with a concentration in Finance from Babson’s Graduate School of Business. He is also a Chartered Financial Analyst. He is a member of the Boston Security Analysts Society and the CFA Institute, and is a past-president and board member of the Fixed Income Management Society of Boston.

Read Bio

Matthew Guleserian is responsible for constructing and managing investment portfolios for institutions and high net worth individuals. His particular expertise is in fixed income strategy and portfolio management. Prior to joining LMCG, he worked as a portfolio manager for Citizens Financial Group, White Mountain Advisors LLC, and previously for David L. Babson & Company, Inc. Mr. Guleserian holds a B.S. degree in Finance and Investments from Babson College and an M.B.A. with a concentration in Finance from Babson’s Graduate School of Business. He is also a Chartered Financial Analyst. He is a member of the Boston Security Analysts Society and the CFA Institute, and is a past-president and board member of the Fixed Income Management Society of Boston.

Fixed Income Vehicle(s) Offered: Vehicle(s) Offered:
Separate Account: LMCG Core Bond and Municipal Bond is offered to investors as a separate account with a minimum account size of $1mm.

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