Sit Fixed Income Advisors Ii, LLC

Sit Fixed Income Advisors II, LLC is a privately owned independent investment adviser founded in 1984, managing clients' assets on a discretionary basis. Specializing in taxable and tax-exempt fixed income securities, the firm emphasizes interest income and principal value stability. Sit Fixed Income employs a bottom-up strategy to identify securities with strong risk/reward potential, aiming to outperform benchmarks and generate consistent returns. The firm's investment philosophy focuses on investment grade securities and tailored portfolios to meet client needs. As of December 31, 2022, Sit Fixed Income managed $11.9 billion in discretionary and non-discretionary assets. The firm charges management fees based on asset value, prorated for contributions or withdrawals during the quarter. Sit Fixed Income's fee schedules vary by strategy, with separate account management fees ranging from 0.20% to 0.75%. The firm also manages affiliated mutual funds and collective investment trusts. Sit Fixed Income's professionals, including Roger J. Sit, Bryce A. Doty, Mark H. Book, Paul J. Jungquist, Christopher M. Rasmussen, and Kurt van Kuller, hold professional designations such as CFA, CMA, and CPA. The firm's Business Continuation Plan ensures service resumption in case of interruptions, and a Privacy Policy safeguards clients' personal information. Sit Fixed Income's Brochure Supplement provides detailed information about key personnel, their educational backgrounds, business roles, and supervisory responsibilities.