Intermediate Taxable Portfolio

Investment Objective:

The strategy’s objective is to maximize risk adjusted returns through the construction of a high quality portfolio of taxable securities including taxable municipals, agencies and treasury securities.

* Portfolio Characteristics:

Average effective maturity: 5-7 yrs
Average duration: 4.25–5.25 yrs
Average credit rating: AAA
Average annual turnover: 25%

Investment Team:

10 dedicated professionals including 4 portfolio managers, 3 traders and 3 analysts averaging over 20 years industry experience.

View Leadership Team

Active Management:

Portfolio Structuring
Sector Allocation
Ongoing Credit Research
Yield Curve Analysis
Opportunistic Trading

Benchmark:

Lehman Brothers U.S. Aggregate Bond Index