Fixed Income Securities

Stability, Income, and Capital Preservation.

At Guardant, we provide access to a broad universe of fixed income instruments — from U.S. Treasuries and municipal bonds to corporate credit and structured notes — tailored to your income needs and risk tolerance.

Government & Municipal

U.S. Treasury and agency securities provide the benchmark for safety and liquidity. Municipal bonds deliver tax-advantaged income — particularly valuable for high-bracket investors seeking after-tax yield.

Corporate & Structured

Investment-grade corporate bonds, select high-yield opportunities, and structured notes with custom payoff profiles. We evaluate credit quality, duration, and fit within your broader portfolio.

Bond Laddering

A disciplined laddering approach manages reinvestment risk while maintaining predictable income. We structure ladders around your liquidity needs, tax situation, and cash flow requirements.

Fixed Income at Guardant

Precision allocation for income, stability, and tax efficiency.

Income Analysis

Cash Flow Needs: We assess your income requirements, liquidity timeline, and tax bracket to determine the right fixed income allocation.

Existing Portfolio: We review your current fixed income holdings to identify gaps, concentration risks, and rebalancing opportunities.

Portfolio Construction

Sector Allocation: We build a diversified allocation across Treasuries, municipals, corporates, and structured products based on your objectives.

Duration Management: We structure the portfolio's duration to balance yield, risk, and reinvestment needs.

Tax Optimization

Asset Location: We place tax-exempt and taxable fixed income in the appropriate account types to maximize after-tax yield.

Municipal Allocation: For high-bracket clients, we size the tax-exempt allocation to optimize your effective yield relative to taxable alternatives.

Ongoing Monitoring

Credit Surveillance: We monitor credit quality and rating changes across your holdings and act proactively when risk profiles shift.

Reinvestment: We manage maturing proceeds and coupon reinvestment to maintain your target allocation and yield.

Our Advantages

Personalized Guidance

Benefit from bespoke advisory tailored to complex alternative investment structures. We align sophisticated strategies with your priorities and risk tolerance.

Expert Management

Our seasoned team has deep experience across private markets, pre-IPO deals, and exchange funds. We leverage industry connections, proprietary sourcing and robust selection frameworks.

Build a stronger foundation.

Fixed income isn’t just defensive — it’s a precision tool for managing risk, generating income, and funding near-term needs within your complete financial picture.