While starting yields across most fixed income sectors are now at their highest levels in over a decade, ongoing uncertainty about the path forward for the Fed and a potential economic recession have left many investors hesitant about their next move in the bond markets. PIMCO’s Fixed Income ETF Models, which are actively managed based on the firm’s forward-looking views, were specifically designed to help advisors address common client objectives in the current market environment. Click here to learn more about the Capital Preservation Model and Enhanced Core Model (available in Taxable and Tax-Aware versions) and the variety of ways that they may help you address clients’ needs.   

PIMCO Model Portfolios – Fixed Income ETF Brochure Q1 2023 

Company description: With public and private market capabilities across all asset classes, Principal Asset Management℠ and its specialist investment teams are focused on harnessing the potential of every opportunity to secure an advantage for its clients.
 
The 27th largest manager of worldwide institutional assets under management of 434 managers profile, Principal Asset Management applies local insights with global perspectives to identify compelling investment opportunities and deliver distinctive solutions aligned with client objectives.¹
 
Principal Asset Management is the global investment management business for Principal Financial Group® (Nasdaq: PFG), managing $554.3 billion in assets and recognized as one of the “Best Places to Work in Money Management” for 12 consecutive years.²˒³
 
¹ Managers ranked by total worldwide institutional assets as of December 31, 2022. Pensions & Investments, “Largest Money Managers,” June 2023.
² Principal Asset Management AUM as of March 31, 2024.
³ Pensions & Investments, “The Best Places to Work in Money Management” among companies with 1,000 or more employees, December 2023.

This information provided by Principal Asset Management℠.

Redwood Investment Management brings innovative investment processes and techniques historically only available for large institutions and ultra-high net worth individuals to ALL individual investors via its RiskFirst® solutions. RiskFirst® solutions are built on the belief that by managing Risk First, investment success will follow. Redwood partners with financial advisors to deliver these innovative, RiskFirst® investment solutions through Redwood mutual funds, LeaderShares® ETFs, and Engineered Risk-Budgeted Model portfolios. Redwood is a dedicated investment ally for financial advisors seeking to achieve better outcomes for individual investors. 

River Road is a boutique institutional asset management firm located in Louisville, KY who employs a bottom-up, fundamentally driven investment approach called Absolute Value® which seeks to generate attractive, sustainable returns over the long term, with an emphasis on minimizing downside portfolio risk.

 

Help Clients Stay the Course Without Sacrificing Return Expectations

Since 1997, we’ve helped RIAs preserve and grow client wealth net of inflation by navigating macro risks.

Your clients depend on their portfolios to fund long-term goals or maintain their standard of living, and they need more than strong nominal returns—they need real returns for real life that have the potential to outpace inflation and preserve purchasing power.

A Macro Approach for a Changing Economy

Many asset managers shy away from macro investing—viewing it as too complex or short-term—but it’s our passion and focus.

Our Market Opportunity strategy begins with the big picture: a top-down approach allocating among equities, Treasuries, and precious metals to manage risk from government policy and market volatility.

Why RIAs Choose Robinson Value Management 

• Strengthen client trust during market volatility. When markets get turbulent, clients get anxious. Market Opportunity enables you to offer a risk-aware strategy that can help keep them invested, participating in equity exposures while not bearing the full brunt in the next bear market.
• Offer inflation-aware diversification beyond the 60/40. Move beyond traditional fixed income with a strategy that dynamically reallocates across stocks, Treasuries, and precious metals—introducing differentiated sources of risk designed to help reduce overall portfolio volatility and the impact of government intervention in the economy.
• Stand out with an uncommon offering. While most investment managers start with micro-level analysis and add a macro-overlay, we take the opposite approach. This gives you a unique story to tell and a powerful complement to traditional equity allocations.

This information was provided by Robinson Value Management.

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

This information was provided by T. Rowe Price.

Tax-Managed Model Strategies – Russell Investments’ 20-Year Achievement

Unveil the potential of active tax-managed investing with Russell Investments' Tax-Managed Model Strategies. Over the span of two decades, we have pioneered the art of optimizing investment outcomes while strategically minimizing tax burdens.

What Distinguishes Russell Investments?

• 100% Tax-Aware: We strive to maximize after-tax returns by employing a year-round active tax-managed investment approach.
• Compelling 20-Year Track Record: Since their inception in 2003, our model strategies have consistently delivered superior tax efficiency.
• A Comprehensive Toolkit of Resources: As vanguards of innovation in tax-managed investing, we equip advisors and investors with an extensive array of resources and tools, enriching their comprehension of the tax implications within investments.
• Tax-Managed Model Strategies eKit
• Tax Resource Center

As one of the industry’s largest and most experienced asset managers, Schwab Asset Management® offers a focused lineup of competitively priced ETFs, mutual funds and separately managed account (SMAs) strategies designed to serve the central needs of most investors. By operating our business through clients’ eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them.

SBH is based in Chicago with offices in Denver, St. Louis, Philadelphia, and New York. The firm serves the diverse needs of institutions and intermediaries, including brokerage firms, banks, TAMPS, and advisors. It does so through a robust offering of fixed income and domestic, international, and global equity strategies.

Founded in 1991, Shaker Investments is a boutique, employee-owned investment management firm specializing in small and mid-cap equity portfolios. Headquartered in Cleveland, Ohio, we are committed to delivering superior long-term returns through high-conviction, actively managed portfolios that prioritize client interests and long-term value creation.

Our edge lies in a rigorous, bottom-up research process, driven by a proprietary framework of 11 key characteristics that define “fundamental superiority.” This framework evaluates growth potential, competitive advantage, management strength, and financial stability, enabling us to identify exceptional investment opportunities in expanding industries.

As investors in our own strategy, we align our capital with our clients’, reinforcing shared accountability and success. With over three decades of proven expertise, Shaker Investments combines innovation and disciplined research to navigate complex financial markets, generating superior risk-adjusted returns. This client-first, long-term approach sets us apart in the investment management industry.

This information was provided by Shaker Investments.