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

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

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