IRON Treasury Portfolio
Seeks cash management and security. Comprised of bonds backed by the full faith and credit of the US government.
IRON Floating Rate Strategy
Seeks maximum yield and minimal interest rate risk. Comprised of a diverse selection of ultrashort, investment grade floating rate notes.
IRON Short-Term US Government Portfolio
Seeks principal preservation and yield. Comprised of Treasury, US agency, or FDIC backed bonds.
IRON Short-Term Pre-Refunded Tax-Free Portfolio
Seeks maximum income free from Federal income tax. Comprised of municipal bonds issued by states and municipalities.
IRON Short-Term Investment Grade Portfolio
Seeks current income with low price volatility. Comprised of a diverse selection of investment grade bonds.
IRON Intermediate-Term Investment Grade Portfolio
Seeks current income with moderate price volatility. Comprised of a diverse selection of investment grade bonds.
IRON High Yield Bond Strategy
Seeks maximum income. Comprised of a diverse selection of below investment grade bonds.
IRON Convertible Bond Strategy
Seeks maximum total return. Comprised of a diverse selection of convertible bonds.
We provide fixed income solutions that seek to deliver high-quality exposure without excessive costs. Our portfolio managers use their experience in the fixed income markets to create strategies and build and manage diversified solutions.
Our fixed income investment process focuses on the following areas:
- Macroeconomic analysis
- Market analysis
- Credit analysis
- Quantitative research
- Portfolio strategy
- Risk management
| Solution | Objective | Securities | Duration | Risk-Return |
|---|---|---|---|---|
| Treasury Portfolio | Cash management; security | Treasury bonds | 1 year | Low |
| Floating Rate Strategy | Seeks maximum yield and minimal interest rate risk | Investment grade floating rate notes | .5 year | Low |
| ST US Gov. Portfolio | Seeks maximum yield and principal protection | Treasury, US agency, or FDIC backed bonds | 2-3 years | Moderate |
| ST Pre-Refunded Tax-Free Portfolio | Seeks maximum income free from Federal tax | Municipal bonds | 2-3 years | Moderate |
| ST Invt. Grade Portfolio | Seeks current income and low price volatility | Investment grade bonds | 2-3 years | Moderate |
| Int. Term Invt. Grade Portfolio | Seeks current income and moderate price volatility | Investment grade bonds | 5-8 years | High |
| High Yield Bond Strategy | Seeks maximum income | Below investment grade bonds | 3-6 years | High |
| Convertible Bond Strategy | Seeks maximum total return | Convertible bonds | 2-4 years | High |