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 OPTIONS | U.S. TREASURY U.S. AGENCY CORPORATE MUNICIPAL |
DURATION RANGE | 0.25 – 5.00 YEARS |
PRODUCT OPTIONS | ENHANCED CASH 1-3 MATURITY 1-5 MATURITY 1-7 MATURITY 1-10 MATURITY |