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Chandler’s Ultra Short Bond Strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA Blended 0-3 Year US Treasury Index.
We have been developing and implementing fixed income investment solutions for our institutional clients, including public agencies, healthcare providers, foundations, endowments and corporations, since 1988. Our Founder Kay Chandler continues to be the driving force behind the firm. Martin Cassell, our CEO leads the investment team and oversees the firm’s business activities.
The firm is independent and wholly owned by its employees. All of our resources are dedicated to finding custom-tailored investment solutions for our clients, and to providing superior client service.
Chandler Asset Management has built a strong reputation for working with financial professionals to help meet and exceed their clients’ investment goals.
We employ an active management approach with a focus on consistent long-term results. From cash management to core bond portfolios, we offer separate account solutions designed to suit the diverse needs of your clients.
Risk Management
Emphasis at all times on preservation of your capital and your risk tolerance
Performance
Experienced in fixed income investing in all market cycles
Service
A strong client-centered culture that values responsive, personal service
Learn the Ins and Outs of Managing Public Funds
Get an Investing Roadmap with the Fixed Income Asset Management Guide
Our Strategies
Since clients have differing objectives and constraints, we manage each portfolio separately. This process begins by taking the time to get to know our clients and understand their unique needs so we can act as a true partner who works passionately to help them reach their long-term goals.
Fixed Income Strategy (as of 12/31/2022)
Yield
Duration
Quality*
Profile
Chandler’s Limited Maturity Strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA 1-3 Year US Treasury Index.
Chandler’s Short Term Bond Strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA 1-5 Year US Treasury & Agency Index.
The All Corporate strategy invests in U.S. investment-grade corporate bonds rated “BBB” and above. The strategy is benchmarked to the ICE BofA 1-5 Year US Corporate Index.
The Intermediate Bond strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA 1-10 Year US Treasury & Agency Index.
The 1-10 Year Government/Corporate strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA 1-10 Year US Corporate and Government Index.
Chandler’s Core Bond strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA US Corporate, Government and Mortgage Index.
Chandler's GPS Strategies provide a "turnkey" solution to managing short-term investment and liquidity needs. The strategy has a low investment minimum and full time fiduciary oversight.
Asset Allocation Strategy (as of 12/31/2022)
Profile
Multi-Asset Class
Chandler’s Multi-Asset Class (“MAC”) Strategy invests in a well-diversified portfolio of financial assets, including stocks, fixed income securities, commodities, and REITs. The MAC strategy seeks to add value through a disciplined, quantitative and qualitative process.
*Composite quality based on S&P ratings.
Fixed Income Strategy (as of 12/31/2022)
Yield
Duration
Quality*
Profile
Chandler’s Ultra Short Bond Strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA Blended 0-3 Year US Treasury Index.
Chandler’s Limited Maturity Strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA 1-3 Year US Treasury Index.
The Short Term Bond SMA strategy seeks to generate consistent total return by focusing on the preservation of capital and risk management. Benchmark is the Bloomberg Barclays 1-5 Year Gov’t/Credit AAA-A Index.
The All Corporate strategy invests in U.S. investment-grade corporate bonds rated “BBB” and above. The strategy is benchmarked to the ICE BofA 1-5 Year US Corporate Index.
The 0-6 Year Corporate Bond Ladder will invest in corporate bonds with maturities between 0 and 6 years.
The 0-12 Year Corporate Bond Ladder will invest in corporate bonds with maturities between 0 and 12 years.
The Intermediate Bond SMA strategy seeks to generate consistent total return by focusing on the preservation of capital and risk management. Benchmark is the ICE BofA 1-10 Year Gov’t/Corporate Index.
Chandler’s Core Bond SMA strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA US Corporate, Government and Mortgage Index.
*Composite quality based on S&P ratings.
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