"We're in the stay rich business, not the get rich business." Craig W. Henderson
As of March 31, 2013 C.W. Henderson & Associates, Inc. managed 1,091 separate accounts with combined assets of $2.960 billion. Most of our clients are high net worth individuals, but we also manage money for corporations, family offices, investment consultants and a select few "wrap-fee" advisors on a discretionary fee-only basis.
Two primary products are offered, both conservatively managed and focused on principal preservation and generation of income exempt from federal taxation. Traditional product portfolios have barbell structures with large components of portfolio assets having effective durations of a year or less. These short holdings are balanced with ten to fifteen year maturity securities. Portfolio average maturities are typically about five years. Effective durations are slightly over four years. The short term product is designed to provide an alternative to tax-exempt money market funds. Portfolio effective durations are typically about six months.
For product specifics and performance please choose: