The Short Fixed Income Strategy is an investment grade, short duration bond portfolio that seeks to preserve capital, maximize liquidity and prudently improve returns. This strategy invests across U.S. Treasury, government-related, corporate and securitized sectors. The strategy employs active management, bottom-up research and proactive portfolio positioning.
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The information above is current as of 12/31/25.
There is no guarantee that the strategies or customizations will achieve their objectives, lower volatility or be profitable. Client-driven modifications and customizations are subject to review and approval. Some modifications and customizations cannot be combined and/or require higher account minimums. All investments involve risk, including loss of principal. Diversification cannot assure a profit or protect against loss. No investment or risk management strategy can guarantee positive results or risk elimination in any market. Investments in values-aligned customizations are subject to proportionately higher exposures in certain types of risks.