Fixed

Income Services

Jakob Fugger's fixed-income consultants have an unwavering focus on the preservation of a client's capital and income. They strive to achieve returns that are equivalent to returns in the equity markets with the reduced risk profile that is afforded by bonds and similar debt instruments.

Regular Income

Fixed-income investments give investors a clearer opportunity to diversify from stock market volatility, preserve investment capital, generate regular income, and achieve preferred returns over a long investment cycle. Our advisors recommend instruments that provide stability and security for portfolio assets and that counterbalance volatility that might affect other portfolio components. Investors that have a preference for certain industry sectors will receive recommendations for bonds offered by issuers in those sectors and in both domestic and foreign jurisdictions.

Risks Reducing

Our bond specialists also focus on managing and reducing the risks associated with fixed-income investments, including risks associated with interest rate fluctuations, inflation, issuer credit ratings, and liquidity. Where individual bonds are not within the boundaries of an investor's overall wealth management plan, our advisors can recommend bond funds and exchange-traded funds that offer benefits consistent with individual bonds.

Regular Updates

Through its advisors, Jakob Fugger also gives its clients access to proprietary research and analysis tools to enable them to evaluate bonds and identify instruments that offer regular returns with a low default risk. They can also receive regular updates from our advisors on market conditions that can help them determine optimum portfolio adjustments and exit strategies.   

Jakob Fugger is a _________________ company. We are providing this and other information on a broad range of investment topics on this page for the benefit and edification of our actual and prospective clients. This information is not intended to be and should not be treated as legal, investment, accounting, or tax advice and is for informational purposes only. Individuals who access this Website should under no circumstances rely upon this information as a substitute for their own due diligence or for obtaining specific legal, accounting, or tax advice from their own professional advisors.

Nothing contained in or published on this Website is intended to be and individuals who access this Website should not construe anything herein as an offer, solicitation, or recommendation with respect to any investment transaction, product, or strategy. Past performance is no guarantee of future results. All material has been obtained from sources believed to be reliable, but its accuracy, completeness, and interpretation cannot be guaranteed.

Jakob Fugger operates strictly in accordance with the Securities Laws, Rules, and Regulations of the jurisdictions in which we conduct our business and operations. We do not offer all of the products and services referred to herein to all Users of this Website or in all jurisdictions from which a User may access this Website. We do not maintain licenses to provide specific financial products or services and we have elected not to pursue any licensing that would interfere with or unduly restrict our primary business of originating, funding, and administering private loans to accredited investors that have the knowledge, experience, and resources to understand the benefits and risks of those loans. Certain of the products and services referred to on this and other pages may be offered through our affiliated or independent contract third-party service providers. If and to the extent that we refer to or link to third parties that offer products or services that require licensing, the user who accesses such third-party links has the sole responsibility to verify the validity of those licenses and the third party’s authority to offer products and services thereunder.
4300 N 1st St, San Jose
95134, California
United States