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

• 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 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.