We are committed to serving the institutional marketplace by offering fixed-income investment solutions with client-focused services.
These solutions are accessible through separate accounts, sub-advisory relationships and various commingled vehicles.
With over $40 billion in assets under management as of February 28, 2025, 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
37
Investment Specialists & Professionals
36
Year Track Record as an Independent Business
$40.5B
Assets Under Management
- $30.1B Insurance
- $2.3B Separately Managed Accounts and Pooled Vehicles
- $8.1B Manager of Managers
As of February 28, 2025
Thought Leadership & Market Insights
Portfolio Manager George Cipolloni Discusses Market Turbulence, Consumer Confidence and Growth to Value Rotation on Reuters “Market Talk”
By George J. Cipolloni III | March 21, 2025
Portfolio Manager George Cipolloni joined Reuters Market Talk to analyze the decline in consumer sentiment, highlighting weakening spending, market volatility and uncertainty around inflation and policy decisions. He also discus…
- March 20, 2025 Resiliency Remains for IG Credit
- March 17, 2025 Markets Start to Rebound, but Uncertainty Lingers
- March 14, 2025 Portfolio Manager George Cipolloni Analyzes Tariff Concerns, Tech Troubles and Market Volatility on Schwab Network “Morning Trade Live”
- March 13, 2025 A Penny Saved is a Penny Earned
- March 11, 2025 Portfolio Manager George Cipolloni Discusses How to Add Income to Your Portfolio on InvestmentNews “In the Nasdaq”
- March 10, 2025 We’ve redesigned our website to offer a more seamless and intuitive experience!
- March 10, 2025 Investors on Edge as Key Inflation Data Awaits