Overview
The Preferred strategy explores subordinated securities within a company’s capital structure to construct an enhanced yield 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
| PREFERRED | |
| SECTOR OPTIONS | FIXED TO FLOATING RATE FIXED FOR LIFE $1000 PAR $25 PAR |
| DURATION RANGE | 2.00 – 8.00 YEARS |
| PRODUCT OPTIONS | INVESTMENT GRADE + HIGH YIELD INVESTMENT GRADE OR BETTER QUALIFIED DIVIDEND INCOME FOCUSED |