Profilo
Mr. Neal Helm is Vice President & Portfolio Manager at Davidson Fixed Income Management, Inc.
Prior to joining Davidson in 2003, Mr.Helm was employed at Arizona Deputy State Treasury for Investments and State Senate Finance Committee.
Mr. Helm received his BS in Economics from Arizona State University.
Precedenti posizioni note di Neal Helm
| Società | Posizione | Fine |
|---|---|---|
Davidson Fixed Income Management, Inc.
Davidson Fixed Income Management, Inc. Investment ManagersFinance DFIM utilizes disciplined, fundamental investment process that seeks to satisfy the client’s investment objectives of principal preservation and liquidity, while achieving a market rate of return. The firm uses a combination of quantitative and fundamental analysis when selecting securities for a client’s account. They employ an investment style that blends several different market analysis techniques including: duration management, yield curve analysis, sector analysis and security selection. DFIM strives to produce returns consistently at-or- above-benchmark returns while minimizing risk. Portfolio investments may include government and government agency debt, municipal bonds, corporate bonds and cash equivalents including local government investment pools that have maturities ranging from one to 20 years, depending on the client’s specific investment policy. | Portfolio Manager-Fixed Income | - |
Formazione di Neal Helm
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
Arizona State University
Arizona State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Davidson Fixed Income Management, Inc.
Davidson Fixed Income Management, Inc. Investment ManagersFinance DFIM utilizes disciplined, fundamental investment process that seeks to satisfy the client’s investment objectives of principal preservation and liquidity, while achieving a market rate of return. The firm uses a combination of quantitative and fundamental analysis when selecting securities for a client’s account. They employ an investment style that blends several different market analysis techniques including: duration management, yield curve analysis, sector analysis and security selection. DFIM strives to produce returns consistently at-or- above-benchmark returns while minimizing risk. Portfolio investments may include government and government agency debt, municipal bonds, corporate bonds and cash equivalents including local government investment pools that have maturities ranging from one to 20 years, depending on the client’s specific investment policy. | Finance |
















