Invest with Us Today

Cryptocurrencies
Long Duration Fixed Income

Index Assets & Trading Long Duration fixed income strategy primarily utilizes a dedicated allocation with tactical use of core fixed income sectors (maximum 20%). Our objective is to maximize total ROI rate and better risk adjusted results than the benchmark over a complete market cycle.
Our Benchmark

Benchmark
Bank of America/Merrill Lynch
Broad U.S. Taxable Municipal Index
Investible Universe
U.S. Treasuries, U.S. Agencies, Corporates, Municipal Bonds
Portfolio Constraints
Duration: +/- 20% relative to benchmark
Yield Curve: +/- 50% key rate duration relative to benchmark

Short Duration Fixed Income

Index Assets & Trading Short Duration fixed income strategy is a total rate of return strategy that generates alpha through a broad exposure to 0-5year investment grade spread sectors.
Our Benchmark

Benchmark
Bank of America/Merrill Lynch
1-3 Year U.S. Treasuries Index
1-5 Year U.S. Treasuries Index
Investible Universe
U.S. Treasuries, U.S. Agencies, Asset Backed Securities (ABS), Corporates, Municipal Bonds
Portfolio Constraints
Portfolio constraints are determined on an individual portfolio basis.

Short Duration Fixed Income

Index Assets & Trading Strategic Intermediate Strategy generates "plus-like" alpha through a dedicated Municipal and Credit fixed income allocation with a concentrated ETF allocation; RAM also allows a greater relative duration bandwidth (+/- 25%) versus the benchmark. Our objective is to maximize total rate of return and achieve better risk adjusted results than the benchmark over a complete market cycle.
Our Benchmark

Benchmark
Blended Index: 90% Bloomberg Barclays Intermediate U.S. Government/Credit Index and 10% S&P 500 Index
Investible Universe
U.S. Treasuries, U.S. Agencies, Corporates, Municipal Bonds, Equities/ETFs
Portfolio Constraints
Duration: +/- 25% relative to benchmark
Yield Curve: +/- 50% key rate duration relative to benchmark
Maximum Maturity: 10 years