FOCUSED ON ACTIVE FIXED INCOME SOLUTIONS

We’re dedicated to providing solutions that assist our clients in meeting their long-term investment goals. Our strategic partnerships include some of the largest corporations, public pensions, foundations and endowments in the U.S.

 

Purpose

Make a positive difference for our clients, our team and our communities.

Process

Diverse voices and experiences add to a unique team-based approach.

Philosophy

 Investment style that strives to exploit market inefficiencies to achieve client goals.

ASSETS UNDER MANAGEMENT

Consistently growing by cultivating trusted partnerships.

5 53 89 107 381 615 675 1,016 1,079 1,422 1,769 1,998 2,464 2,616 3,677 3,910
91 93 95 97 99 01 03 05 07 09 10 11 12 13 14 15
Assets Under Management (USD Millions)

FAST FACTS

0
Years

Investment Team’s average years of work experience.

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Percent

Employee Owned. Ownership aligns business and client interests. 

0
Years

Average client tenure. Clients stay with us and grow with us.

ACTIVE SOLUTIONS

Proven and time-tested investment process.

 

Core Fixed Income Strategy Performance
Since Inception (Annualized: March 31, 1994 – December 31, 2015)
Long Duration Strategy Performance
Since Inception (Annualized: September 30, 2009 – December 31, 2015)
Core (Gross of Fees)
6.10%
Long Duration (Gross of Fees)
7.26%
Core (Net of Fees)
5.88%
Long Duration (Net of Fees)
7.02%
Barclays Aggregate Index
5.71%
Barclays Long Gov’t/Credit Index
6.74%

Our Values

A firm POISED for the future.