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Organization and Background

History
Consistent Leadership since 1987
Diversified Asset Management Business

Assets under Management over $14 Billion
Established Performance Track Records

Investment Management Business
Fixed Income Specialist
Fiduciary Responsibility for over 500 Client Advisory Relationships, Encompassing

         Thousands of Separate Account Clients and Fund Investors
Focused on Client Investment Objectives

Customized Portfolio Management Solutions

Professional Resources
Experienced Portfolio Management Teams
Integrated Credit Research Framework
Specialized Performance Reporting Team Utilizing Progressive Technology Platform
Overall Emphasis on Intensive Client Service
Distribution of Assets $14.80 Billion as of 12-31-2011


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