Core Fixed Income

Fixed Income Strategies

Short Term Fixed Income

Intermediate Credit

Intermediate Fixed Income

Core Fixed Income





Style: Core Fixed Income

Inception:  7/1/2002

Benchmark: Bloomberg US Aggregate Index

Approximately 40 issues

Duration neutral to Index

Standard allocation may include: governments, agencies, securitized, and corporate bonds

Bonds are investment grade at purchase


Investment Policy Committee


Jeff Porter, CFA Committee Chair

John Beaver, CFA

Brian Guild

Jack Corrigan, CFA


Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210


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