Fixed income

U.S. Taxable (3-month to 1–5 years) Strategy

The strategy seeks to preserve principal and provide liquidity while offering consistent, competitive risk-adjusted returns with low volatility. The team employs disciplined active management that emphasizes robust credit research and risk management.

Products offered
  • Separate Account

Competitive advantages

Team

Deep, experienced resources

The Short Duration team is composed of deep, experienced resources, including portfolio managers, credit research, risk management, and client advisors.

Adjust

Multi-sector approach

Bottom-up portfolio construction and sector allocation allow for risk to be actively managed to maximize return.

Asset

Extension of your staff

Consultative client partnerships create portfolios that are customized to client guidelines, risk tolerances, and liquidity consideration.

Our team
Meet the investment team

The dedicated portfolio management team has proven performance experience navigating economic cycles and across client types, risk tolerance, and tax implications.

Contact Us

We look forward to helping you with your investment needs