Intermediate Fixed

investment process

Strategy Highlights

Style: Intermediate Fixed Income


Inception: 1/1/1985


Benchmark: Bloomberg US Int Govt/Credit 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

Intermediate Fixed Strategy Card

Fixed Income Commentary

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210