Guggenheim Investments Fixed-Income Experience
	- Track record of delivering results through active fixed-income management.
 
	- Distinctive team-based investment process helps us pursue superior risk-adjusted returns and mitigate drawdowns and mitigate “star manager” risks.
 
	- Approach to portfolio allocations focuses on the merits of each security rather than benchmark weighting.
 
	- Specialization in corporate and structured credit, sectors that we believe have the potential to offer yield enhancement compared to traditional benchmark sectors.
 
 
 
 
 
 
 
Potential Benefits of SMAs
Seek to Maximize After-Tax Returns
	- Tax loss harvesting to offset gains.
 
 
Enhanced Customization*
	- Overlay screens and restrictions.
 
 
 
Portfolio Transparency
	- Transparency of individual securities.
 
 
Fee Transparency
	- More clarity on fees being charged.
 
 
 
 
Institutional Access
Separately managed accounts (SMAs) enable advisors to deliver institutional quality risk management, market access, and execution in each client account.
 
*Customization is subject to Guggenheim Wealth Management discretion and approval.
  
  
 
We offer financial professionals the resources of our firm to implement solutions and provide ongoing support.
 
