FAM Funds
Fenimore Private Client Group
Investment Advisors
About Fenimore

Fenimore Private Client Group

 

Fenimore Fixed Income

Separately Managed Accounts

Fenimore utilizes outside rating agencies in selecting fixed income securities. However, we ultimately rely on our own analysis for appraising the creditworthiness of businesses issuing debt, assessing their ability to repay bondholders, and selecting quality securities.

Fenimore Select Fixed Income Portfolios
The primary objective is capital preservation with income generation. The security selection process is focused on quality and positions are most commonly held until maturity. The strategy may invest in corporate bonds, U.S. Treasury securities, certificates of deposit, and/or U.S. government securities, including agencies and other fixed income instruments (excluding tax-free municipal fixed income securities).

Fenimore Select Fixed
Income Composite

Fact Sheet

Date: June 30, 2017

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Fenimore Select Fixed
Income Portfolios

Information Sheet

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Fenimore Select Balanced Portfolios
The strategy seeks to provide both long-term capital appreciation and current income by investing in stocks, bonds, and cash. The strategy will invest in individual securities such as corporate bonds, cash and cash equivalents (such as T-bills and certificates of deposit), U.S. government bonds (including agencies), and common and preferred stock. Various equity and fixed income based securities that include mutual funds and similar managed investment vehicles may be included. The strategy will invest, under normal conditions, at least 20% in equity securities and at least 20% in fixed income securities.

Fenimore Select Balanced Portfolios

Information Sheet

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DISCLOSURE

The investment advisory services and FAM Funds described on our website are available only to persons in certain States within the U.S. More

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800.721.5391 / 384 North Grand Street, Cobleskill, NY 12043 / Established 1974
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Fenimore Asset Management: Fixed Income
We provide fixed income as a value-added service to our clients with the same internal process and scrutiny we use when selecting equities.