Our dedicated short duration portfolio management team has an average of 25 years of industry experience. Together, they draw from a deep bench of resources to provide solutions tailored to meet clients' specific financial goals and risk appetites. Our primary objectives are principal preservation and liquidity. We then assess opportunities to maximize yield in alignment with client parameters. Our product offerings span operating, core and strategic cash needs for investment time horizons from 1 day to 1-3 years.
To meet each client’s unique needs, our service model offers direct access to portfolio managers and investment resources, providing complete transparency jackpotjoy bingo into views, positioning and results. We believe inclusion of the portfolio manager as a part of the core client service team is the most effective way to meet the ever-changing needs of our clients. Our portfolio managers are dynamic, responsive partners who provide visibility and effective potential solutions at every turn.
We design custom investment solutions tailored to our clients’ needs and seek to exploit structural market inefficiencies
A strategic partnership that includes direct client access to portfolio managers, investment analysts, and market insights, as well as custom reporting
Robust credit process integrates a longer-term outlook and relative value assessment with a short-term focus on money market eligible securities
Seek to apply the best investment ideas of dedicated sector teams
Dedicated team of investment professionals with extensive experience managing short-duration mandates
Long-tenured investment team has navigated portfolios through multiple market cycles
Our investment professionals partner with clients to implement separately managed accounts customized to client parameters.