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 $43 billion in assets under management as of February 28, 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
29
Investment Specialists & Professionals
37
Year Track Record as an Independent Business
$44.0B
Assets Under Management
- $34.8B Insurance
- $1.3B Separately Managed Accounts and Pooled Vehicles
- $7.9B Manager of Managers
As of February 28, 2026
Thought Leadership & Market Insights
Migration of the Tax Base
By James G. Faunce | April 2, 2026
Recent shifts in state and local tax policies have intensified debates about their effect on taxpayer migration. Some jurisdictions have reduced income tax rates or adopted flat taxes, while others have raised—or threatened to rais…
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