Most Recent

Awards & Recognitions



History

Previous Awards & Recognitions



2021.Q4

Informa Investments Solutions

PSN Top Guns Q4 2021

Taxable Ladder PLUS Manager of the Decade Core Fixed Universe
Taxable Ladder PLUS 2 Stars Intermediate Core Fixed Income Universe
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 Manager of the Decade Core Fixed Universe
Taxable PLUS 2 Stars Intermediate Core Fixed Income Universe
Taxable PLUS 5 Stars Intermediate Maturity Universe
Taxable PLUS 6 Stars Intermediate Maturity Universe
Taxable PLUS Manager of the Decade US Fixed Income Universe
Cash Management 1 Stars Less than 1 Year Mat Universe
Cash Management 2 Stars Less than 1 Year Mat Universe

2021.Q3

Informa Investments Solutions

PSN Top Guns 3Q 2021

Taxable Ladder PLUS 5 Stars & 6 Stars Intermediate Core Fixed Income Universe
Taxable Ladder PLUS 5 Stars & 6 Stars Intermediate Maturity Universe
Taxable PLUS 5 Stars Core Fixed Universe
Taxable PLUS 4 Stars, 5 Stars & 6 Stars Intermediate Core Fixed Income Universe
Taxable PLUS 5 Stars & 6 Stars Intermediate Maturity Universe
Taxable PLUS 6 Stars Intermediate Maturity Universe
3-17 Yr 5 Stars & 6 Stars Municipals Universe

Broadridge/Lipper

Lipper Best Money Managers Q3 2021

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

  • 1 Quarter (Ranked 20 out of 298)

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

  • 20 Quarters (Ranked 10 out of 27)

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

  • 1 Quarter (Ranked 10 out of 32)

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

  • 4 Quarters (Ranked 10 out of 32)

Taxable PLUS - U.S. Core Plus Fixed Income

  • 40 Quarters (Ranked 18 out of 44)

Taxable PLUS - U.S. Core Plus Fixed Income

  • 4 Quarters (Ranked 20 out of 57)
2021.Q2

Informa Investments Solutions

PSN Top Guns Q2 2021

Tax Ladder PLUS  5 Stars  Intermediate Core Fixed Income Universe
Tax Ladder PLUS  6 Stars  Intermediate Core Fixed Income Universe
Tax Ladder PLUS  5 Stars  Intermediate Maturity Universe
Tax Ladder PLUS  6 Stars  Intermediate Maturity Universe
Taxable PLUS  5 Stars  Core Fixed Universe
Taxable PLUS  1 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

Broadridge/Lipper

Lipper Best Money Managers Q2 2021

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

  • 20 Quarters (Ranked 9 out of 27)

Taxable PLUS - U.S. Core Plus Fixed Income

  • 1 Quarter (Ranked 12 out of 53)

Taxable PLUS - U.S. Core Plus Fixed Income

  • 4 Quarters (Ranked 19 out of 50)
2021.Q1

Informa Investments Solutions

PSN Top Guns Q1 2021

Taxable Ladder PLUS  5 Stars  Intermediate Core Fixed Income Universe
Taxable Ladder PLUS  6 Stars  Intermediate Core Fixed Income Universe
Taxable PLUS  5 Stars  Core Fixed 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  1 Stars  Less than 1 Year Mat Universe

Broadridge/Lipper

Lipper Best Money Managers Q1 2021

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

  • 20 Quarters (Ranked 10 out of 27)

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

  • 1 Quarter (Ranked 16 out of 59)

Taxable PLUS - U.S. Core Plus Fixed Income

  • 1 Quarter (Ranked 18 out of 59)
  • 40 Quarters (Ranked 15 out of 44)


Lipper Criteria, PSN Criteria