Investment Strategies

DBF manages fixed income, equity, and balanced strategies.

Fixed Income Strategies

DBF fixed income strategies emphasize mortgage-backed securities, US Treasuries, and corporate bonds.

• DBF Short Duration Government/Agency
• DBF Short Duration Government/Corporate
• DBF Intermediate Duration Government/Agency
• DBF Intermediate Duration MBS
• DBF Corporate

Commercial Mortgage Strategy

DBF’s commercial mortgage lending program provides customized funding with commercial properties as collateral. 

• Commercial Mortgage & MBS
• Commercial Mortgage Lending
• Loan Servicing
• Rate Information
• Brokers

Equity Strategies

DBF equity strategies are globally diversified, with exposure to U.S., EAFE, and emerging market stocks. Our equity benchmark is the MSCI All Country World Index. We perform bottom-up security analysis to complement our macro forecast. Balanced strategies combine equities and fixed income instruments to achieve desired risk and return profiles.

• DBF Diversified Core
• DBF Balanced 60/40
• DBF Diversified Passive Core

To obtain a compliant presentation or the firm’s list of composite descriptions please contact Cheryl Smith.