Organization and Ownership
SEC Registered Investment Advisor
Newfleet Asset Management operates as an independent investment management firm headquartered in San Francisco, CA and Hartford, CT. The firm is owned by Virtus Investment Partners. Newfleet Asset Management provides investment management services to foundations, endowments, corporations, public funds, multi-employer plans and mutual funds.

Assets Under Management
$8.8 billion under management as of March 2012.

Client Service
Newfleet Asset Management's client service program is distinctive in that the firm's senior professionals service clients. In addition to client-specific portfolio reviews, Newfleet Asset Management provides portfolio reporting and attribution, and a quarterly investment commentary to all clients.

Business Objectives and Strategy
Newfleet Asset Management LLC was founded to provide investment management services to a limited clientele requiring separately managed portfolios. Our investment style allows for growth in our business, but that growth is carefully monitored to ensure the continuation of strong performance and quality client service.