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Awards & Recognitions



History

Previous Awards & Recognitions



2024.Q2

Zephyr PSN

PSN Top Guns Q2

Q2 2024 PSN Top Guns Strategies

Broadridge/Lipper

Lipper Best Money Managers Q2 2024

Asset Class Quarter(s) Ranking Product Name
U.S. Municipals (All Durations) 20 Quarter(s) Ranked 38 out of 233 Cash Management
U.S. Municipals (All Durations) 12 Quarter(s) Ranked 4 out of 247 Cash Management
U.S. Core Plus Fixed Income 4 Quarter(s) Ranked 15 out of 52 Taxable Ladder PLUS
U.S. Core Plus Fixed Income 1 Quarter Ranked 15 out of 53 Taxable Ladder PLUS
U.S. Core Plus Fixed Income 12 Quarter(s) Ranked 14 out of 45 Taxable Ladder PLUS
U.S. Core Plus Fixed Income 20 Quarter(s) Ranked 15 out of 43 Taxable Ladder PLUS
U.S. Core Plus Fixed Income 12 Quarter(s) Ranked 16 out of 45 Taxable PLUS
U.S. Core Plus Fixed Income 20 Quarter(s) Ranked 14 out of 43 Taxable PLUS
U.S. Core Plus Fixed Income 40 Quarter(s) Ranked 10 out of 37 Taxable PLUS
U.S. Core Plus Fixed Income 1 Quarter Ranked 13 out of 53 Taxable PLUS
U.S. Core Plus Fixed Income 4 Quarter(s) Ranked 16 out of 52 Taxable PLUS

SMArtX Advisory Solutions

X Awards

Taxable Ladder PLUS was recognized as the winner in the category of Fixed Income - Taxable at the 4th annual X Awards presented by SMArtX Advisory Solutions.

Great Place to Work

Great Place to Work - 2024

2024.Q1

Zephyr PSN

PSN Top Guns Q1

Taxable Ladder PLUS   4 Stars   Core Fixed Universe
Taxable Ladder PLUS   5 Stars   Core Fixed Universe
Taxable Ladder PLUS   4 Stars   Intermediate Core Fixed Universe
Taxable PLUS   4 Stars   Core Fixed Universe
Taxable PLUS   5 Stars   Core Fixed Universe
Taxable PLUS   1 Star   Intermediate Core Fixed Universe
Taxable PLUS   4 Stars   Intermediate Core Fixed Universe

Broadridge/Lipper

Lipper Best Money Managers Q1 2024

 Asset Class  Quarter(s)  Ranking  Product Name
  U.S. Core Plus Fixed Income 20 Quarter(s)  (Ranked 16 out of 44)  Taxable Ladder PLUS
  U.S. Core Plus Fixed Income 4 Quarter(s)  (Ranked 15 out of 55)  Taxable Ladder PLUS
  U.S. Core Plus Fixed Income 1 Quarter(s)  (Ranked 11 out of 56)  Taxable Ladder PLUS
  U.S. Core Plus Fixed Income 12 Quarter(s)  (Ranked 14 out of 47)  Taxable Ladder PLUS
  U.S. Core Plus Fixed Income 20 Quarter(s)  (Ranked 14 out of 44)  Taxable PLUS
  U.S. Core Plus Fixed Income 12 Quarter(s)  (Ranked 15 out of 47)  Taxable PLUS
  U.S. Core Plus Fixed Income 1 Quarter(s)  (Ranked 10 out of 56)  Taxable PLUS
  U.S. Core Plus Fixed Income 40 Quarter(s)  (Ranked 10 out of 38)  Taxable PLUS
  U.S. Core Plus Fixed Income 4 Quarter(s)  (Ranked 18 out of 55)  Taxable PLUS
  U.S. Municipals (All Durations) 12 Quarter(s)  (Ranked 8 out of 252)  Cash Management

NY State SHRM

Best Companies to Work for in New York - 2024

914 Inc. / Westchester Magazine

Best Places to Work in Westchester - 2024

COLOR Magazine

Inclusive Workplace - 2024


Lipper Criteria, PSN Criteria