we specialize in 
fixed-income solutions,
helping investors harness the power of bonds to build resilient portfolios. 

Institutional-Grade Bond Portfolios

We construct customized bond portfolios aligned with your risk tolerance and income needs:

  • Government Bonds – Low-risk Treasuries and agency bonds for stability.

  • Corporate Bonds – Investment-grade and high-yield options for enhanced returns.

  • Municipal Bonds – Tax-exempt income for eligible investors.

  • Global Bonds – Diversified exposure to international fixed-income markets.

Bond Laddering Strategies

Optimize cash flow and mitigate interest rate risk with structured maturity schedules:

  • Short-, medium-, and long-term bond allocation.

  • Reinvestment planning for consistent income streams.

Fixed-Income Advisory

  • Credit risk analysis and bond selection based on issuer strength.

  • Duration and yield curve positioning to navigate rate environments.

  • Secondary market trading and liquidity management.

Specialty Bond Solutions

  • Green/Social Bonds – ESG-aligned fixed-income investing.

  • Inflation-Protected Securities (TIPS) – Hedge against rising prices.

  • Convertible Bonds – Blend of equity upside and bond stability.

Let our bond specialists design a fixed-income strategy to meet your income needs and risk profile.

3(21) & 3(38) Services

Delivery of ERISA fiduciary risk management services for defined contribution retirement plans.

Asset Allocation

Diversification of an investment portfolio across various investment types with different risk and return characteristics.

Committee Development & Education

Assistance with implementing best practices for endowment investment committee composition and ongoing governance.

Discretionary Investment Management

Managing client investment portfolio assets based upon stated guidelines, goals, and objectives.

Donor Development

Portfolio reporting and capital markets perspective intended to help drive donor confidence and engagement.

ESG Investing

Alignment of portfolio investments with an investor’s ethical considerations or values.

Fee Benchmarking

Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.

Fiduciary Training

Periodic updates on retirement-plan-related issues and developments and best practices for retirement plan committee members. 

Glidepath Development & Monitoring

Creation and management of an age-based asset allocation strategy for retirement plan participants that becomes more conservative.

Investment & Spending Policy Development

Assistance with the documentation of policies governing portfolio risk, investment selection, ongoing portfolio monitoring, and distributions.

Investment Menu Design

Identification and structuring of investment options to be included in a defined contribution plan.

Investment Policy Development & Review

Assistance with the creation and execution of documents governing the selection of plan investments and their ongoing monitoring.

Liability-Driven Investing

Development of investment strategies designed to fund future pension plan liabilities while managing risk.

Manager Search & Selection

Identification of investment managers fitting a particular profile to include in a retirement plan’s investment menu or endowment’s investment strategy.

Nondiscretionary Investment Advice

Portfolio recommendations and changes implemented in collaboration with an investment committee.

Nonqualified Executive Benefits

Development of supplemental retirement savings plans to recruit, reward, and retain key employees.

OCIO

Discretionary portfolio management includes asset allocation, ongoing investment selection, and monitoring of a pension plan.

Participant Advice

One-on-one engagement with retirement plan participants to answer their important questions about retirement saving and investing.

Pension Risk Transfer Consulting

Analysis and support for sponsors looking to offload pension plan risk via lump sum or annuity payments.

Performance Reporting & Monitoring

Quarterly assessment of investment manager or portfolio returns and risk relative to peer groups and indexes.

Plan Design Benchmarking

Analysis of key defined contribution plan features that drive costs, competitiveness, and employee retention.

Plan Financing & Security

Analysis and advice on the costs and benefits of investments offsetting nonqualified deferred compensation plan liabilities.

Recordkeeper Search

Process oversight and assistance with identifying and selecting a retirement plan recordkeeper.

Trustee/Custodian Search

Process oversight and assistance with identifying and selecting a trustee or custodian for endowment investment assets.

Funding Life Goals

From retirement planning to education funding, eldercare considerations, and legacy planning.

Hallbar Group Capital work with their clients to understand their most urgent concerns and create custom financial strategies to set them on the right path.

Investment Management

A financial plan is only as good as the investment engine that powers it.

Hallbar Group Capital builds, manages, and monitors investment portfolios for clients that are tailored to their personal risk tolerances and designed to help them achieve their financial and life goals.

Risk Management

Protecting against unforeseen events is a critical part of a well-crafted plan.

Hallbar Group Capital helps clients identify the many risks they face, stress test their financial plans, and implement strategies to manage risks to their lives, goals, and plans.