Whether you are an institutional investor, an investment advisor looking for bond and income oriented investing expertise, or a high net worth individual investor, J W Korth & Company has a program that is right for you. We create and manage portfolios of a variety of bond and income products.
We currently offer the following strategies. Please click on the links below to learn more. Call 800-553-5512 for more information and to invest.
- High Yield Closed End Fund Strategy
- Mid-Grade 33 Strategy
- Muncipal/Tax Advantaged Closed End Fund Strategy Coming Soon!
For portfolios over $5mm, we put together a custom-tailored list of individual, directly held, fixed and variable rate income instruments that are a combination of corporate bonds, agencies, asset backed, municipal bonds, preferred stocks, and closed end funds that meet your investment criteria. Please contact us at 800-553-5512 to discuss institutional accounts.
Let J W Korth & Company be your margin advisor to help you find the custodian with the best lending rates for your bond portfolio. We have made special agreements with custodians and can often offer our clients 2x leverage on a wide variety of bonds. Click here for more information.
J W Korth & Company is an SEC Registered Investment Advisor.