U.S. fixed income
Click column headers to sort fields
| Product Name | Quarterly return | 1-year return | 3-year return | 5-year return | 5-year std dev | 5 Yr Sharpe | Product Assets ($M) | Manager | Location |
|---|---|---|---|---|---|---|---|---|---|
| First Western Investment Management - High Yield Fixed Income | 4.98 | 41.76 | 5.27 | 6.11 | 11.39 | 0.27 | 451 | Team | Los Angeles |
| Cincinnati Asset Management - High Yield | 3.60 | 37.38 | 4.82 | 5.07 | 11.56 | 0.18 | 218 | Team | Cincinnati |
| Principal Global Investors - Spectrum Preferred Securities | 3.49 | 33.33 | -2.55 | 0.80 | 23.21 | -0.10 | 9,112 | Phillip Jacoby IV | Des Moines, Iowa |
| Diamond Hill Capital Management Inc. - Strategic Income | 3.35 | 30.66 | 0.94 | 3.45 | 12.38 | 0.03 | 143 | Team | Columbus, Ohio |
| Gannett Welsh & Kotler LLC - Total Return Bond Strategy | 2.48 | 20.19 | 7.94 | 6.30 | 4.97 | 0.66 | 245 | Team | Boston |
| JAG Advisors - Enhanced Core Fixed Income | 2.47 | 16.25 | 6.44 | 5.37 | 4.32 | 0.54 | 283 | Team | St. Louis |
| Cincinnati Asset Management - Broad Market | 1.78 | 20.38 | 5.63 | 4.83 | 7.02 | 0.26 | 212 | Team | Cincinnati |
| Gannett Welsh & Kotler LLC - Enhanced Core Bond Strategy | 1.71 | 16.22 | 7.90 | 6.19 | 4.45 | 0.71 | 191 | Team | Boston |
| Fox Asset Management - Intermediate Fixed Income | 0.98 | 7.32 | 6.62 | 5.27 | 3.65 | 0.62 | 895 | Team | Red Bank, N.J. |
| Gannett Welsh & Kotler LLC - Core Bond Strategy | 0.98 | 11.75 | 8.21 | 6.35 | 4.44 | 0.75 | 228 | Team | Boston |
| Barclays Aggregate | 0.20 | 5.93 | 6.04 | 4.97 | 3.55 | 0.55 |
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
