Overview
The Liquidity Asset Management (LAM) strategies seek to provide a high degree of income/total return while managing the liquidity and risk structure relative to customized guidelines and/or comparable index.
Strategies and Characteristics
| SHORT TERM | 1 – 3 YEAR MATURITY BAND | 1 – 5 YEAR MATURITY BAND | |
| SECTOR OPTIONS | U.S. TREASURY U.S. AGENCY CORPORATE SECURITIZED (ABS/CMBS/MBS) MUNICIPAL | U.S. TREASURY U.S. AGENCY CORPORATE SECURITIZED (ABS/CMBS/MBS) MUNICIPAL | U.S. TREASURY U.S. AGENCY CORPORATE SECURITIZED (ABS/CMBS/MBS) MUNICIPAL |
| DURATION RANGE | 0 – 2.00 YEARS | 1.50 – 2.00 YEARS | 2.00 – 3.00 YEARS |
| PRODUCT OPTIONS | GOVERNMENT ONLY TAX EXEMPT ONLY GOV’T/CREDIT A+ INVESTMENT GRADE OR BETTER | GOVERNMENT ONLY TAX EXEMPT ONLY GOV’T/CREDIT A+ INVESTMENT GRADE OR BETTER | GOVERNMENT ONLY TAX EXEMPT ONLY GOV’T/CREDIT A+ INVESTMENT GRADE OR BETTER |
Strategy Managers
JOHN HOETING, CFA
Chief Fixed Income Officer
MICHAEL KEMER
Senior Portfolio Manager / Fixed Income
JONATHAN ADAMS, CFP®
Portfolio Manager / Fixed Income
TONY AUKETT
Portfolio Manager / Fixed Income
CAMERON PUCKETT
Associate Portfolio Manager / Fixed Income
RYAN HAARTMAN
Senior Portfolio Manager / Fixed Income
JONATHAN FINKLER
Senior Portfolio Manager / Relationship Manager
MICHAEL HENKE
Portfolio Manager / Fixed Income
PHILIP VERGUNST, CFA
Portfolio Manager / Fixed Income