Separate Account Strategies
Fixed Income Strategies
Our disciplined approach honed over decades of managing client portfolios through various market environments, focuses on controlling risk and adding incremental value to portfolios across the duration spectrum. Our strategies are designed to meet the specific investment and financial goals of a variety of clients, institutions and groups including, but not limited to: individual investors, endowments, family offices, foundations, retirement plans.
Contact one of our Investment Professionals for more information
Maturity: 0-1 Year
The investment objective of the Ultra Short Bond Strategy is to seek current income consistent with the preservation of capital.
Maturity: 1-3 Years
The investment objective of the Short-Term Bond Strategy is to seek an annual rate of total return greater than the annual rate of total return of the Bloomberg 1–3 Year U.S. Government/Credit Index.
Maturity: 1-10 Years
The investment objective of the Intermediate Bond Strategy is to seek an annual rate of return greater than the annual rate of total return of the Bloomberg Intermediate U.S. Government/Credit Index.
Maturity: 1-30 Years
The investment objective of the Aggregate Bond Strategy is to seek an annual rate of total return greater than the annual rate of total return of the Bloomberg (US) Aggregate Index.
Maturity: 1-30 Years
The investment objective of the Core Plus Bond Strategy is to seek an annual rate of total return greater than the annual rate of total return of the Bloomberg U.S. Universal Index.
Maturity: 10+ Years
The investment objective of the Liability-Driven Investing Portfolio Strategy is to seek an annual rate of total return, before expenses, greater than the annual rate of total return of a benchmark selected for the client's portfolio.
Maturity: 0-3 Years
The investment objective of the 1-3 Year Municipal Bond Strategy is to seek a high level of current income that is exempt from federal income tax and is consistent with the preservation of capital.
Maturity: 1-5 Years
The investment objective of the Short-Term Municipal Bond Strategy is to seek a high level of current income that is exempt from federal income tax and is consistent with the preservation of capital.
Maturity: 1-10 Years
The investment objective of the Strategic Municipal Bond Strategy is to seek a high level of current income that is exempt from federal income tax and is consistent with the preservation of capital.
Maturity: 1-12 Years
The primary investment objective of the Quality Intermediate Municipal Bond Strategy is to seek current income that is substantially exempt from federal income tax. A secondary objective is to seek total return with relatively low volatility of principal.
Maturity: 1-15 Years
The investment objective of the Core Intermediate Municipal Bond Strategy is to seek a high level of current income that is exempt from federal income tax and is consistent with the preservation of capital.
Maturity: 1-30 Years
The investment objective of the Municipal Bond Strategy is to seek a high level of current income that is exempt from federal income tax and is consistent with the preservation of capital.