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
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Volatility and Rates Rising
By Scott Ellis | March 30, 2026
Last week, markets remained choppy as they had all month, as geopolitics and energy prices dominated cross-asset performance. The S&P 500 Index posted its fifth straight weekly decline.1 Rate-sensitive and growth sectors w…
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