Kent Anderson, CFA

Experience

• 

  Fiducient Advisors

  Feb 2003 - Oct 2005

  Investment Research Analyst
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  Country Insurance & Financial Services

  Oct 2005 - now

  Portfolio Manager

  • Lead Portfolio Manager for COUNTRY's CoMPAS portfolio management service with $2 billion in assets. Determine asset allocation of 6 risk based models as well as select and oversee 22 outside investment managers. Collaborate with operations to implement rebalancing trades and provide communications to management and Financial Representatives on all aspects of the product. • Head of Fixed Income Portfolio Management for Wealth Management Group. Manage fixed income separate accounts for high net worth and institutional clients totaling more than $400 million in assets. Perform research on individual municipal and corporate credits purchased for client accounts. Construct laddered portfolios while targeting a specific portfolio duration. Participate in new issue and secondary markets to ensure best execution when buying and selling bonds for client accounts.• Chair of the COUNTRY Mutual Fund Selection Committee. Analyze, select and oversee over 100 external mutual funds and ETFs to be used for individual client accounts, 401k plans and COUNTRY Pension and Insurance portfolios. • Manage approximately 130 individual client portfolios totaling over $300 million in assets. Maintain strong long-term relationships with individual clients driving a high level of client retention.• Provide expertise in mutual funds and variable annuity sub-accounts to COUNTRY / IAA 401k committee, COUNTRY Investors Life variable annuity model portfolios, and the non-qualified deferred compensation plan for COUNTRY Financial representatives.• Analyzed equity investments from Telecommunications and Utility sectors used in COUNTRY Growth fund, COUNTRY Pension and Insurance portfolios and individual client accounts. Served as lead analyst from 5/2007 – 7/2015 Show less