"An optimal fixed income portfolio can be defined as the proper balance between return potential and risk control. We actively employ a diversified approach encompassing all bond sectors within the investment grade quality spectrum in order to build successful portfolios for our clients."
John Boritzke, CFA
Senior Vice President
Portfolio Manager and Director of Fixed Income
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Home > Investment Strategies
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| Investment Strategies |
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Investment Approach
A proven investment philosophy is developed over time and does not shift with changing trends in the financial markets. It is based on sound investment principles and executed on an ongoing basis by seasoned experts with the latest investment tools and research. Our investment philosophy requires a consistent, disciplined approach over the long term.
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Strategies
At M&I, we have assembled the talent, resources and infrastructure to offer an array of investment strategies. Each strategy is supported by investigative research drawn from multiple sources, as well as our own
intellectual capital gained from decades of experience in the financial industry. As a result, we are able to formulate well-diversified investment solutions to meet a variety of needs.
We view our cash management capabilities as a specialty and offer three strategies to meet your needs. Our primary goal is preservation of capital, daily liquidity and a high level of current income. The investment teams achieve their goal through disciplined risk management, strict credit analysis, and thorough analysis of the risk return structure of eligible money market securities in addition to opportunistic sector and security selection.
View our Investment Strategies – Monthly Performance Update (PDF).
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Equity |
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Fixed Income |
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Cash Management |
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Fixed Income Strategy
M&I Intermediate Tax-Free
Download Fact Sheet |
Benchmark:
Barclays Capital Municipal Bond Index 1–10 Year Blend |
M&I Short-Intermediate Bond
Download Fact Sheet |
Benchmark:
Barclays Capital Intermediate U.S. Government/Credit Index |
M&I Government Income
Download Fact Sheet |
Benchmark:
Barclays Capital Mortgage-Backed Securities Index |
M&I Short-Term Income
Download Fact Sheet |
Benchmark:
Merrill Lynch 1-3 Year U.S. Corporate/Government Index |
M&I Intermediate Bond
Download Fact Sheet |
Benchmark:
Barclays Capital U.S. Government/Credit Index |
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Cash Management Strategy
An investment in money market funds is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although money market funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in these funds.
M&I Investment Management Corp. is the investment adviser to the Marshall Funds. The Marshall Funds are available through M&I Financial Advisors, Inc. authorized broker-dealers and, for certain accounts, Marshall & Ilsley Trust Company N.A.
Investors should carefully consider the investment objective, risk, charges and expenses of the Marshall Funds. This and other important information is contained in the prospectuses, which can be obtained by calling 1-800-580-3863 or by visiting www.marshallfunds.com. Please read carefully before investing. Investment return and principal will fluctuate, so that shares, when redeemed, may be worth more or less than their original cost.
M&I Distributors, LLC is the distributor of the Marshall Funds.
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