Managed Maturity Strategy

Overview

The Managed Maturity strategies seek to provide a high degree of income while managing consistent liquidity through a laddered bond structure relative to customized guidelines.


Strategy Managers

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Alan Kort, CFA

Investment Industry Experience:

13 years

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Ryan Haartman

Investment Industry Experience:

22 years

Strategies and Characteristics

SECTOR OPTIONSU.S. TREASURY
U.S. AGENCY
CORPORATE
MUNICIPAL
DURATION RANGE0.25 – 5.00 YEARS
PRODUCT OPTIONSENHANCED CASH
1-3 MATURITY
1-5 MATURITY
1-7 MATURITY
1-10 MATURITY