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 |
“It’s time for an economic reset,” wrote the California governor, in a post on X.
Masterworks was launched in 2017 but its RIA, Masterworks Advisers, is just three years old.
One 2017 form, no broker license, and a $42 million gap they say surfaced on a webinar.
Fewer than half of Americans in their peak earning years feel on track for retirement, while many say limited financial knowledge and access to professional guidance are holding them back.
Meanwhile, Wells Fargo hauled advisors overseeing $825 million in the West Coast, while Wedbush has welcomed a seasoned professional from Stifel in California.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
