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 $39 billion in assets under management as of April 30, 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
$39.7B
Assets Under Management
- $29.8B Insurance
- $2.2B Separately Managed Accounts and Pooled Vehicles
- $7.7B Manager of Managers
As of April 30, 2025
Thought Leadership & Market Insights
Credit Downgrades Are Poised to Reshape the Bond Market
By Jackie Rogowicz | May 15, 2025
Corporate bonds are rated by credit agencies to assess the creditworthiness of the issuing company and their ability to repay debt. These agencies assign credit ratings — AAA, AA, A, BBB, BB, B, CCC, CC or C — that investors …
- May 12, 2025 Stocks and Rates Moving Higher
- May 8, 2025 Tariffs Reshape the Auto Industry in Real Time
- May 5, 2025 Five for Five
- May 5, 2025 Portfolio Manager George Cipolloni Talks Trade Uncertainty, Earnings Trends and Market Stability on Fox Business’ “Mornings With Maria”
- May 1, 2025 The End of (U.S. Stock Market) Exceptionalism?
- April 30, 2025 Portfolio Manager George Cipolloni Discusses Earnings Season Amid Market Uncertainty on CNBC “Power Lunch”
- April 28, 2025 Key Economic Data and Earnings in Focus This Week