Most Recent

Awards & Recognitions



History

Previous Awards & Recognitions



2022.Q4

Informa Investment Solutions

PSN Top Guns Q4 2022

Muni PLUS - Manager of the Decade - Municipals Universe
Taxable Ladder PLUS - Manager of the Decade - Core Fixed Universe
Taxable Ladder PLUS - 4 Stars - Core Fixed Universe
Taxable Ladder PLUS - 5 Stars - Core Fixed Universe
Taxable Ladder PLUS - Manager of the Decade - US Fixed Income Universe
Taxable PLUS - Manager of the Decade - Core Fixed Universe
Taxable PLUS - 4 Stars - Core Fixed Universe
Taxable PLUS - 5 Stars - Core Fixed Universe
Taxable PLUS - 6 Stars - Core Fixed Universe
Taxable PLUS - Manager of the Decade - US Fixed Income Universe
Cash Management - 3 Stars - Less than 1 Year Mat Universe
3-17 Yr Ladder - 1 Stars - Intermediate Maturity Universe
3-17 Yr Ladder - 1 Stars - Municipals Universe
3-17 Yr Ladder - 4 Stars - Municipals Universe

2022.Q3

Informa Investment Solutions

PSN Top Guns Q3 2022

Taxable PLUS  4 Stars  Core Fixed Universe
Taxable PLUS  5 Stars  Core Fixed Universe
Taxable PLUS  6 Stars  Core Fixed Universe
Taxable PLUS  4 Stars  US Fixed Income Universe
Taxable PLUS  5 Stars  US Fixed Income Universe
Taxable PLUS  6 Stars  US Fixed Income Universe
3-17 Year Ladder  4 Stars  Municipals Universe

Broadridge/Lipper

Lipper Best Money Managers Q3 2022

Cash Management - U.S. Municipals (All Durations)

  • 1 Quarter (Ranked 8 out of 326)
  • 4 Quarters (Ranked 2 out of 315)
  • 12 Quarters (Ranked 9 out of 291)
  • 20 Quarters (Ranked 23 out of 264)

Ladder PLUS - U.S. Municipals (Duration 3+ yrs)

  • 12 Quarters (Ranked 10 out of 34)
  • 20 Quarters (Ranked 7 out of 29)
  • 40 Quarters (Ranked 10 out of 26)

Taxable Ladder PLUS - U.S. Core Plus Fixed Income

  • 1 Quarter (Ranked 19 out of 57)
  • 4 Quarters (Ranked 12 out of 52)
  • 12 Quarters (Ranked 15 out of 49)
  • 20 Quarters (Ranked 14 out of 48)

Taxable PLUS - U.S. Core Plus Fixed Income

  • 4 Quarters (Ranked 15 out of 52)
  • 12 Quarters (Ranked 16 out of 49)
  • 20 Quarters (Ranked 10 out of 48)
  • 40 Quarters (Ranked 9 out of 39)
2022.Q2

Informa Investment Solutions

PSN Top Guns Q2 2022

Taxable Ladder PLUS 5 Stars Intermediate Core Fixed Income Universe
Taxable Ladder PLUS 6 Stars Intermediate Core Fixed Income Universe
Taxable Ladder PLUS 5 Stars Intermediate Maturity Universe
Taxable Ladder PLUS 6 Stars Intermediate Maturity Universe
Taxable PLUS 4 Stars Core Fixed Universe
Taxable PLUS 5 Stars Core Fixed Universe
Taxable PLUS 6 Stars Core Fixed Universe
Taxable PLUS 4 Stars Intermediate Core Fixed Income Universe
Taxable PLUS 4 Stars Intermediate Maturity Universe
Taxable PLUS 5 Stars US Fixed Income Universe
Cash Management 1 Stars Less than 1 Year Mat Universe
Cash Management 2 Stars Less than 1 Year Mat Universe
Cash Management 3 Stars Less than 1 Year Mat Universe
Cash Management 1 Stars US Fixed Income Universe
3-17 Yr 4 Stars Municipals Universe

Lipper Best Money Managers Q2 2022

Cash Management - U.S. Municipals (All Durations)

  • 1 Quarter (Ranked 3 out of 320)
  • 4 Quarters (Ranked 3 out of 313)
  • 12 Quarters (Ranked 15 out of 290)

Cash Management - U.S. Fixed Income (All Styles)

  • 1 Quarter (Ranked 7 out of 1261)
  • 4 Quarters (Ranked 15 out of 1146)

Ladder PLUS - U.S. Municipals (Duration 3+ yrs)

  • 12 Quarters (Ranked 8 out of 35)
  • 20 Quarters (Ranked 8 out of 30)
  • 40 Quarters (Ranked 10 out of 25)
2022.Q1

Informa Investment Solutions

PSN Top Guns Q1 2022

Taxable Ladder PLUS 6 Stars Intermediate Core Fixed Income Universe
Taxable Ladder PLUS 6 Stars Intermediate Maturity Universe
Taxable PLUS 5 Stars Core Fixed Universe
Taxable PLUS 2 Stars Intermediate Core Fixed Income Universe
Taxable PLUS 4 Stars Intermediate Core Fixed Income Universe
Taxable PLUS 5 Stars Intermediate Core Fixed Income Universe
Taxable PLUS 6 Stars Intermediate Core Fixed Income Universe
Taxable PLUS 5 Stars Intermediate Maturity Universe
Taxable PLUS 6 Stars Intermediate Maturity Universe
Cash Management 2 Stars Less than 1 Year Mat Universe
Cash Management 1 Stars Municipals Universe
Cash Management 2 Stars Municipals Universe
3-17 Yr 5 Stars Municipals Universe
3-17 Yr 6 Stars Municipals Universe

Broadridge/Lipper

Lipper Best Money Managers Q1 2022

Cash Management - U.S. Municipals (All Durations)

  • 1 Quarter (Ranked 3 out of 313)
  • 4 Quarters (Ranked 6 out of 304)

Ladder PLUS - U.S. Municipals (Duration 3+ yrs)

  • 40 Quarters (Ranked 10 out of 21)

Taxable PLUS - U.S. Core Plus Fixed Income

  • 4 Quarters (Ranked 17 out of 55)
  • 20 Quarters (Ranked 19 out of 50)
  • 40 Quarters (Ranked 15 out of 41)

Taxable Ladder PLUS - U.S. Core Plus Fixed Income

  • 1 Quarter (Ranked 17 out of 57)
  • 4 Quarters (Ranked 19 out of 55)


Lipper Criteria, PSN Criteria