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Distribution of Assets Under Management
Who We Serve

Organization and Background

Assets under Management of Approximately $11.6 Billion
Fixed Income Specialist for Institutional and Private Clients
Client Oriented Philosophy
Investment Management
Client Advisory Relationships Established through Consultant, Brokerage Firm
and Family Office Intermediaries
Customized Investment Solutions to Meet Client Investment Objectives
Integrated Investment Team Structure
Proprietary Credit Evaluation Process
Disciplined Implementation of Portfolio Management Solutions
Rigorous Risk Management Controls
Long Tenured, Seasoned Portfolio Management Team
Accomplished Credit Research Professionals
Robust Analytic Systems
Extensive, Tailored Reporting Capabilities


Distribution of Fixed Income Assets

$11.6 Billion as of 12/31/2017

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