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The High Quality Intermediate Municipal strategy seeks to generate attractive levels of after-tax income primarily through a focus on AA-rated municipal securities in the 3‒7 year maturity range. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection.

Managed Income Solution is a broad market strategy that seeks to maximize after-tax income and generate an attractive level of total return. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Eligible investments primarily include municipal securities, investment-grade and high yield corporates, mortgage-backed and securitized securities, preferred stock, convertible bonds, Treasuries, agencies, ETFs, and closed-end mutual funds. 

Boyd Watterson Asset Management, LLC is the investment advisor for the Limited Duration Enhanced Income Mutual Fund. 

The High-Quality Short-Term strategy seeks to maximize total return by focusing on securities rated A3/A- or higher in the 0-3 year maturity range. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Eligible securities include corporates, asset-backed securities, Treasuries, and agencies. 

The Investment-Grade Short-Term strategy is a low-duration strategy that seeks to maximize income while emphasizing total return by focusing on investment-grade securities in the 0-3 year maturity range. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Eligible securities include corporates, asset-backed securities, Treasuries, and agencies.

The Limited Duration Short Term strategy seeks to maximize current income by focusing on investment-grade corporate securities in the 0-3 year maturity range. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection.

The High-Quality Intermediate strategy is a broad market strategy that seeks to generate attractive risk-adjusted total return. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Eligible investments include corporate securities rated A3/A- or higher, mortgage-backed and securitized securities, Treasuries, and agencies.

The Intermediate Plus strategy is a broad market strategy that seeks a high level of current income while emphasizing total return. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Eligible investments include investment-grade and high yield corporates, mortgage-backed and securitized securities, Treasuries, and agencies.

The Intermediate Plus strategy is a broad market strategy that seeks a high level of current income while emphasizing total return. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Eligible investments include investment-grade and high yield corporates, mortgage-backed and securitized securities, Treasuries, and agencies.

The Investment-Grade Core strategy is a broad market strategy focused on generating attractive risk-adjusted total return. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Eligible investments include investment-grade corporates, mortgage-backed and securitized securities, Treasuries, and agencies.

The Ultra Enhanced Core strategy is a broad market strategy focused on generating attractive risk-adjusted total return. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Eligible investments include investment-grade and high yield corporates, mortgage-backed and securitized securities, Treasuries, and agencies. 

Diversified Income Strategies is a broad market strategy that seeks to generate high levels of current income and attractive total returns. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Eligible investments include investment-grade and high yield corporates, mortgage-backed and securitized securities, preferred stock, convertible bonds, Treasuries, agencies, ETFs, and closed-end mutual funds.