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Listen to a replay of a conference call from June 22, 2010, to learn how one of the nation’s leading money market teams has provided its clients with industry-leading investment returns during historically turbulent times. Specifically the team will discuss:
- current economic conditions and near-term expectations,
- how to structure a portfolio in anticipation of a rising rate environment,
- investment strategies for the current low interest rate environment.
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Presented by John D. Boritzke, CFA and Craig J Mauermann
Moderator: John Blaser
› Download Podcast
Release date: 06/22/10
Name: "Effective Cash Management In Uncertain Times"
Duration: 25:18
Author: M&I Investment Management Corp. |
John D. Boritzke, CFA
Director of Fixed Income and Investment Manager
John manages the Marshall Intermediate Tax-Free Fund, the Marshall Prime Money Market Fund and the Marshall Government Money Market Fund.
Craig J. Mauermann
Investment Manager
Craig has managed the Marshall Tax-Free Money Market Fund since its inception in 2004 and has co-managed the Marshall Ultra Short Tax-Free Fund since its inception in 2009.
John M. Blaser
President, Marshall Funds, Inc.
John has been a Director and President of the Marshall Funds and Vice President of M&I Investment Management Corp. since he joined M&I in 1998. He has over 25 years of experience in the investment company and securities industries.
This is not intended to serve as a complete analysis of every material fact regarding any company, industry or security. The opinions expressed here reflect our judgment at this date and are subject to change. Information has been obtained from sources we consider to be reliable, but we cannot guarantee the accuracy. This publication is prepared for general information only. This material does not constitute investment advice and is not intended as an endorsement of any specific investment. It does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive this report. Investors should seek advice regarding the appropriateness of investing in any securities or investment strategies discussed or recommended in this report and should understand that statements regarding future prospects may not be realized. Investment involves risk. Market conditions and trends will fluctuate. The value of an investment as well as income associated with investments may rise or fall. Accordingly, investors may receive back less than originally invested. Investments can not be made in an index. Past performance is not necessarily a guide to future performance.
You should carefully consider the funds' investment objectives, risks, charges, and expenses before you invest. For a prospectus, which contains this and other information about the Marshall Funds, call 1-800-580-3863. Please read it carefully before investing.
Performance data quoted represents past performance and past performance is not a guarantee of future results.
Investors should be aware that in an environment of rising interest rates, they may expect to see declining bond prices.
An investment in the Marshall Intermediate Tax-Free Fund will be affected by municipal securities risks, which may include: local political and economic factors; supply and demand factors; the creditworthiness of the issuer; and a risk that the interest on an otherwise tax-exempt municipal security may be subject to federal income tax.
M&I Distributors, LLC is the distributor.
M&I Wealth Management offers products and services through various affiliates of Marshall & Ilsley Corporation, including Marshall & Ilsley Trust Company N.A., M&I Investment Management Corp., M&I Financial Advisors, Inc. (member FINRA/SIPC, maintaining its principal offices at 111 E. Kilbourn Ave., Milwaukee, WI 53202), North Star Trust Company, North Star Deferred Exchange and Taplin, Canida & Habacht, LLC. Insurance coverage is underwritten by a number of insurers. Insurance products are the obligation of the insurance company.
Investment products are: Not FDIC Insured | No Bank Guarantee | May Lose Value
Banking products and services are provided by M&I Marshall & Ilsley Bank or M&I Bank FSB, Members FDIC.
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