Investment Process

Strategy Highlights

STYLE: Short Term Fixed Income

INCEPTION: 7/1/1997

BENCHMARK: Bloomberg 1-5 Yr US Govt Credit Index

  • Approximately 40 issues

  • Duration neutral to Index

  • Standard allocation may include: governments, agencies, securitized, and corporate bonds

  • Bonds are investment grade at purchase

Investment Policy Committee

Jeff Porter, CFA Committee Chair

John Beaver, CFA

Brian Guild

John Corrigan, CFA

Investing involves risk. Principal loss is possible. Before investing, consider the investment objectives, risks, charges and expenses.