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Fixed income portfolios are customized to meet requirements specific to tax status and state of residence, target duration, credit quality, and cash flow needs.
OUR APPROACH FEATURES:
- Disciplined individual security selection and portfolio construction
- Ability to access strong credit issues that are too small to “move the needle” for mega investment firms, insurance companies and pension funds
- Ability to capitalize on market inefficiencies to maximize the total return potential, rather than taking on elevated levels of credit or interest rate risk
- Flexibility to employ various fixed income instruments including, but not limited to, municipal, government, corporate and preferred securities
All investments are subject to risk, including the loss of principal. There is no guarantee that the investment strategy presented will achieve its intended result. Past Performance is not indicative of future results.
SOLUTIONS
Fixed Income –Tax-Exempt
Separately Managed Accounts
Tax-exempt bond portfolios can provide diversification, income generation, capital preservation, and stability of income to an investorʼs overall portfolio.
Through personalized service, valuable experience and customized solutions we strive to provide a predictable income stream.
Fixed Income –Taxable
Separately Managed Accounts
Taxable bond portfolios can provide diversification, income generation, capital preservation, and stability of income to an investorʼs overall portfolio.
Through personalized service, valuable experience and customized solutions we strive to provide a predictable income stream.
Lynne Lawrence
Portfolio Manager, DirectorLynne joined MAI in 2016 and is a Tax Exempt Fixed Income Portfolio Manager. She is a member of MAI’s Fixed Income Committee which is tasked with setting and implementing fixed income strategy in client portfolios. Prior to MAI, she was a Municipal Portfolio Manager at KeyBank, formerly Victory Capital Management, for 17 years. Lynne earned her BA from Baldwin Wallace College and her MBA from Case Western University Weatherhead School of Management.
Nick Srmag, CFA
Senior Portfolio Manager, Managing DirectorNick is a Taxable Fixed Income Senior Portfolio Manager at MAI. He is a member of MAI’s Fixed Income Committee which is tasked with setting and implementing fixed income strategy in client portfolios. Prior to MAI, Nick served as PNC/National City Bank’s Fixed Income Strategist for nine years, and has a 20 years of investment experience. He earned his BS in Business Administration with a concentration in Finance from John Carroll University. He holds the Chartered Financial Analyst® designation.
Nick Neff
Research Analyst, Associate
John Zaller, CFA
Chief Investment Officer & Group Head, Senior Managing DirectorJohn is the Chief Investment Officer and Group Head at MAI. He joined MAI’s investment team in 2007 and gained over a decade of experience in manager due diligence and investment research across the equity, fixed income, and alternative asset classes. He has also provided custom portfolio management services to MAI’s high net worth clients since 2007. John became MAI’s CIO in 2016 and is responsible for coordinating the firm’s overall investment strategy and its implementation in MAI’s client portfolios. John earned his BS in Finance and Business Economics from the University of Dayton. He graduated summa cum laude from UD, ranking first in his class in both degree programs and receiving the Award for Excellence to the Outstanding Senior Majoring in Finance and the Dr. E. B. O’Leary Award of Excellence to the Outstanding Senior Majoring in Economics. John holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Cleveland. John shares his investment knowledge in his community by serving on the Investment Committee of his alma mater, Notre Dame Cathedral Latin, and serving as President of the City Mission Endowment Foundation. He also sits on the Board of Directors for the City Mission and is currently the Treasurer and Chair of the Finance Committee.
Erik Huss
Institutional Business Development Officer, Managing DirectorErik is an Institutional Business Development Officer at MAI, joining the firm in 2013. He is responsible for business development and distribution of the firm’s proprietary strategies to institutions. Prior to MAI, Erik was a Product Manager at PNC Investments where he was responsible for the launch of online trading & investing and structured products. Additionally, he was a Staff Sergeant in the Ohio Air National Guard where he worked in the Accounting Liaison Office. Erik earned his Associates in Applied Science from the Community College of the Air Force, his BA in Economics from Denison University and his MBA from Ashland University. He is actively involved in his community, serving on St. Augustine’s Associate Board.