We are committed to serving the institutional marketplace by offering fixed-income investment solutions.
With over $43 billion in assets under management as of September 30, 2026, we are dedicated to creating value through a prudent, thoughtful and rigorous investment decision-making process.
Our tailored investment strategies incorporate a unified investment philosophy and process across the fixed income risk spectrum.
Experience, Performance and Stability
31
Investment Specialists & Professionals
37
Year Track Record as an Independent Business
$43.5B
Assets Under Management
- $34.6B Insurance
- $1.2B Pooled Vehicles
- $7.7B Manager of Managers
As of September 30, 2026
Thought Leadership & Market Insights
Similar Mortgages, Different Wrapper, Different Prices
By John Swarr | November 5, 2026
Most U.S. homebuyers care deeply about where their home is located, but relatively few give much thought to where their mortgage comes from or where it goes after closing. U.S. households carry approximately $14 trillion of residential m…
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