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Overview and Management
Establishment Year
1998
Mission
Identifying relative value is the cornerstone of the firm’s philosophy and process. They believe that active sector rotation, based on relative value across the full fixed-income universe, combined with rigorous credit analysis and disciplined risk management, is the most effective means of achieving competitive returns.
Values
Continuity, experience, discipline, collaboration, and diversification.
Investment Roles
General Partner (GP)
Participant Demographics
Serves institutional and individual fixed-income investors.
Generational Wealth Planning
Risk Tolerance
Adheres to disciplined risk management and broad diversification to mitigate downside risk.
References or Case Studies
Team Experience
Average of 27 years of investment experience.
Notable Achievements
Continuity and expertise in fixed-income management for over 25 years.
Project Track Record
Multi-sector strategies tailored for institutional and individual investors.
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
SEC
Compliance History
moc.sutriv@onizzaF.eoJ
Phone Number
877-332-8172
Address
Hartford United States