U.S. fixed income
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| 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 |
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As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
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UBS has a history of costly litigation stemming from the sale of volatile investment products.
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As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
