Separately Managed Accounts
| Strategy Name | Asset Class | Category | Inception Date | Fact Sheet |
|---|---|---|---|---|
| F/m Core Fixed Income | Fixed Income | Taxable | ||
| Intermediate Fixed Income | Fixed Income | Taxable | ||
| Short-Term Fixed | Fixed Income | Taxable | ||
| Enhanced Cash | Fixed Income | Taxable | ||
| F/m Opportunistic Income | Fixed Income | Taxable | ||
| F/m Quality Income | Fixed Income | Taxable | ||
| F/m Enhanced Income Municipal | Fixed Income | Tax Free | ||
| F/m Enhanced Municipal Bond Ladder | Fixed Income | Tax Free | ||
| F/m Intermediate Municipal Bond | Fixed Income | Tax Free | ||
| Oakhurst Core Fixed Income | Fixed Income | Taxable | ||
| Oakhurst Short Term Investment Grade | Fixed Income | Taxable | ||
| Government Credit | Fixed Income | Taxable | ||
| IG Corporate Bond | Fixed Income | Taxable | ||
| Full Faith and Credit Income | Fixed Income | Taxable | ||
| High Yield | Fixed Income | Taxable | ||
| High Yield Short Duration | Fixed Income | Taxable | ||
| F/m 2 Year US Treasury Ladder | Fixed Income | Taxable |