Greg Ortquist

Portfolio Manager-Fixed Income bei

Asset Allocation & Management Co. LLC

Finance

Consumer Services

Profil

Mr. Gregory R.
Ortquist, CFA MBA, is a Principal, Vice President & Senior Portfolio Manager at Asset Allocation & Management Co. LLC.
He has over 26 years of investment experience.
Mr. Ortquist is responsible for constructing portfolios based on client-specific objectives, constraints, and risk preferences.
He is also responsible for communicating market developments and portfolio updates to clients.
He recently worked as a Portfolio Manager at Advantus Capital Management (now Securian Asset Management).
His former experience also includes analyst roles at insurance and investment management companies.
He earned a BA in Accounting from Gustavus Adolphus College and a MBA in Finance from the University of Minnesota’s Carlson School of Management.
He is also a member of the CFA Society of Minnesota.

Aktive Positionen von Greg Ortquist

Unternehmen	Position	Beginn
Asset Allocation & Management Co. LLC Asset Allocation & Management Co. LLC Investment ManagersFinance AAM specializes in the management of insurance company assets. The firm works with each client to develop a comprehensive portfolio strategy. They execute this approach across a wide range of asset classes and investment styles. Their investment grade fixed income strategy offers insurers a diversified portfolio that seeks to emphasize stable income, predictable cash flows and stable credit ratings. Insurance portfolios seek a yield-oriented approach within a risk-controlled framework that seeks to minimize credit impairments and deliver competitive return over a market cycle.	Portfolio Manager-Fixed Income	01.01.2018

Alle aktiven Positionen von Greg Ortquist

Ehemalige bekannte Positionen von Greg Ortquist

Unternehmen	Position	Ende
Securian Asset Management, Inc. Securian Asset Management, Inc. Investment ManagersFinance Securian AM believes a bottom-up, fundamental research process and focus on preservation of capital are the most effective ways to create the foundation for consistent, reliable and long-term results. The foundation of the methods of analysis for the firm strategies is based on proprietary research generated by our internal research team.	Portfolio Manager-Fixed Income	-

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Private Unternehmen	3
Securian Asset Management, Inc. Securian Asset Management, Inc. Investment ManagersFinance Securian AM believes a bottom-up, fundamental research process and focus on preservation of capital are the most effective ways to create the foundation for consistent, reliable and long-term results. The foundation of the methods of analysis for the firm strategies is based on proprietary research generated by our internal research team.	Finance
Asset Allocation & Management Co. LLC Asset Allocation & Management Co. LLC Investment ManagersFinance AAM specializes in the management of insurance company assets. The firm works with each client to develop a comprehensive portfolio strategy. They execute this approach across a wide range of asset classes and investment styles. Their investment grade fixed income strategy offers insurers a diversified portfolio that seeks to emphasize stable income, predictable cash flows and stable credit ratings. Insurance portfolios seek a yield-oriented approach within a risk-controlled framework that seeks to minimize credit impairments and deliver competitive return over a market cycle.	Finance
The Curtis L. Carlson School of Management The Curtis L. Carlson School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services