Core Fixed Income

investment process

Strategy Highlights

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

John Corrigan, CFA

key documents

Core Fixed Income Strategy Card

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210