Taxable Fixed Income
Taxable Fixed Income seeks total return consistent with preservation of capital. The strategies can hold U.S. Treasury, Agency, Corporate, Municipal, MBS, and ABS securities. Using long-term trends to set broad portfolio parameters, shorter-term active management of the portfolio's construction seeks to optimize the portfolio's relative positioning versus benchmarks to capture excess returns and limit volatility. Our bottom-up credit research supports initial purchases and ongoing surveillance of individual bond issuers in order to protect principal and maximize relative value in the portfolio of securities.
Tax-Exempt Fixed Income
Tax-Exempt Fixed Income seeks total return derived primarily from consistent tax-efficient income and, secondarily, capital appreciation by investing primarily in investment grade tax-exempt municipal bonds. Using long-term trends to set broad portfolio parameters, shorter-term active management of the portfolio's construction seeks to optimize portfolio relative positioning versus benchmarks to capture excess returns and limit volatility. Our bottom-up credit research supports initial purchases and ongoing surveillance of individual bond issuers in order to protect principal and maximize relative value in the portfolio of securities.
Custom Cash/Liquidity Tiering
The Rockefeller Custom Cash strategy utilizes a nimble and opportunistic active approach with the goal of capitalizing on shifting liquidity dynamics and volatility to deliver principal protection and greater yield.
Portfolio Managers
Trey Sindall, CFA
Rockefeller Taxable Fixed Income
Portfolio Manager
Portfolio Managers
Benjamin Kim
Rockefeller Custom Cash/
Liquidity Tiering
Portfolio Manager
Our Fixed Income Solutions
Rockefeller Tax-Exempt Fixed Income
Portfolio Manager
Trey Sindall, CFA
Portfolio Managers
Opportunistic Municipal Bonds
The Rockefeller Opportunistic Municipal Bond strategy is an actively managed municipal bond strategy leveraging a value-orientated credit intensive process that seeks to produce high levels of tax-free income over the long-term, resulting in yield driven total return across various cycles. The strategy seeks to capitalize on municipal market inefficiencies through relative value bottom-up fundamental credit analysis.
Portfolio Managers
Rockefeller Opportunistic Municipal Bonds
Portfolio Manager
Head of Fixed Income
Scott Cottier, CFA
Mark DeMitry, CFA
Rockefeller Opportunistic Municipal Bonds
Portfolio Manager
Rockefeller Opportunistic Municipal Bonds
Portfolio Manager
Michael Camarella, CFA
