Overview
The Intermediate strategies explore cross-sector relative value opportunities to construct a high-quality portfolio that seeks to outperform similarly managed portfolios and a comparable benchmark.
Strategy Managers
JOHN HOETING, CFA
Chief Fixed Income Officer
RYAN HAARTMAN
Senior Portfolio Manager / Fixed Income
MICHAEL KEMER
Senior Portfolio Manager / Fixed Income
JONATHAN FINKLER
Senior Portfolio Manager / Relationship Manager
JONATHAN ADAMS, CFP®
Portfolio Manager / Fixed Income
TONY AUKETT
Portfolio Manager / Fixed Income
MICHAEL HENKE
Portfolio Manager / Fixed Income
PHILIP VERGUNST, CFA
Portfolio Manager / Fixed Income
CAMERON PUCKETT
Associate Portfolio Manager / Fixed Income
Strategies and Characteristics
| INTERMEDIATE MATURITY BAND | |
| SECTOR OPTIONS | U.S. TREASURY U.S. AGENCY CORPORATE SECURITIZED (ABS/CMBS/MBS) MUNICIPAL |
| DURATION RANGE | 3.50 – 4.50 YEARS |
| PRODUCT OPTIONS | GOVERNMENT ONLY TAX EXEMPT ONLY GOV’T/CREDIT A+ INVESTMENT GRADE OR BETTER |