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
Alan Kort, CFA
Investment Industry Experience:
13 years
Ryan Haartman
Investment Industry Experience:
23 years
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 |