Our Family of Companies
western & southern financial group
western & southern life
columbus life insurance company
eagle realty group
fort washington investment advisors
gerber life insurance
integrity life insurance company
lafayette life insurance company
national integrity life insurance company
touchstone investments
western & southern financial group distributors

Flexible Income Strategy

The strategy seeks a high level of current income with a focus on capital preservation by investing primarily in income producing fixed income securities.

  • Invests in diversified sources of income through a high quality, multi-sector approach
  • Unique asset class combinations and specialized knowledge in niche sectors
  • Employs a high conviction approach to security selection with rigorous bottom-up fundamental research
  • Lead portfolio managers averaging 25 years of experience, supported by 35+ dedicated sector research analysts and portfolio managers overseeing over $50 billion in fixed income and equity assets1

Flexible Income Commentary (PDF)

Flexible Income Fact Sheet (PDF)

Multisector Bond / Income

Bloomberg Barclays U.S. Aggregate Index
Jul. 1, 2017


The Flexible Income strategy employs a high conviction, yield-oriented investment approach coupled with sector diversification and diligent risk management resulting in attractive risk-adjusted returns via high levels of income. The strategy will incorporate the best investment ideas available to Fort Washington, exploiting Fort Washington’s core competencies of bottom-up credit and structure analysis. The team believes risk monitoring, performance measurement, and active management are key components to achieving attractive risk-adjusted returns.

Portfolio Construction

  • Minimum 50% Investment Grade rated securities
  • Allowable investments: Cash and Equivalents, Treasury Securities, Public Debt, Public Equity, Preferred Stock, Mutual Funds, ETFs, Closed-end Funds, Private Debt, Interest Rate Swaps/Futures, Credit Default Swaps (Indices/Single Names), VIX Futures
  • Typically 125 - 175 issuers

Strategy Facts

As of 6/30/2021
Assets Under Management
$635 million
 eVestment Universe U.S. Multi-Sector Fixed Income
 Investment Vehicle Separate Account


Daniel Carter

Daniel J. Carter, CFA

Managing Director, Senior Portfolio Manager

Career Summary
Ohio Casualty Group
Provident Financial Group

BS - Miami University

Meet Daniel Carter
Austin Kummer

Austin R. Kummer, CFA

Vice President, Senior Portfolio Manager

Career Summary
Fort Washington Investment Advisors, Inc.

BBA - Ohio University
MBA - Xavier University

Meet Austin Kummer
Brendan White

Brendan M. White, CFA

Senior Vice President, Co-Chief Investment Officer

Career Summary
Ohio Casualty Corporation

BS - The Ohio State University
MBA - Xavier University

Meet Brendan White

Related Insights

Fixed Income assets and Public Equity assets are managed across multiple Fort Washington portfolios.