Greg Ortquist

Portfolio Manager-Fixed Income at

Asset Allocation & Management Co. LLC

Finance

Consumer Services

Profile

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.

Greg Ortquist active positions

Companies	Position	Start
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	2017-12-31

All active positions of Greg Ortquist

Former positions of Greg Ortquist

Companies	Position	End
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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Linked companies

Private companies	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