Disclaimer

The stylebox is representative of the fund's investment objective and is not reflective of the historical or current holdings of the portfolio.

Investment Grade Tax-Exempt Bond

The Investment Grade Tax-Exempt Bond Fund seeks to provide as high a level of total return through federally tax-exempt current income and capital appreciation as is consistent with the preservation of capital, primarily through investment in investment-grade tax-exempt fixed-income securities.

Past performance is not indicative of future results. Performance data quoted represents past performance and current returns may be lower or higher. Total return figures include change in share price, reinvestment of dividends and capital gains. The investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. For performance data current to the most recent month end, visit our website at www.ridgeworth.com.

Investment performance may reflect voluntary fee waivers which may be discontinued at any time. Without these fee waivers performance would have been lower. For information regarding historical prices, please call 1-888-784-3863.

Bonds offer a relatively stable level of income, although bond prices will fluctuate providing the potential for principal gain or loss. Intermediate-term, higher-quality bonds generally offer less risk than longer-term bonds and a lower rate of return. A fund’s income may be subject to certain state and local taxes and, depending on your tax status, the federal alternative minimum tax. The net asset value [NAV] per share of these funds will fluctuate as the value of the securities in the portfolio changes. Read our description of share classes and share values [NAV and POP].

Prices as of 5/16/12 ($) NAV POP NAV Change
A POP 12.69 13.32 -0.02
A NAV 12.69 13.32 -0.02
I POP 12.67 12.67 -0.03

  Monthly as of 4/30/12 (%)
  YTD
as of
5/16/2012 		MTD 3 Month 1 Year 3 Years 5 Years 10 Years Since Inception
A NAV 2.88 1.12 2.32 9.86 6.45 5.80 4.92 5.89
A POP -2.01 -3.66 -2.55 4.63 4.73 4.78 4.42 5.63
I NAV 2.97 1.06 2.40 10.06 6.72 6.09 5.27 5.73

  Quarterly as of 3/31/12 (%)
  3 Month YTD 1 Year 3 Years 5 Years 10 Years Since Inception Gross Expense Ratio Net Expense Ratio
A NAV 1.18 1.18 10.33 6.64 5.62 4.97 5.86 0.87 0.87
A POP -3.63 -3.63 5.10 4.92 4.60 4.46 5.60 0.87 0.87
I NAV 1.33 1.33 10.62 6.94 5.93 5.32 5.70 0.59 0.59

Performance numbers of one year or longer have been annualized.

Printable Version Download Holding Data
Security 
 CUSIP 
 Shares 
 Traded Market Value 
 % of Holding 
FEDERATED TAXFREE OBLIGATION 3142249B4 119,067,650 $119,067,650 11.87%
CALIFORNIA ST CAS 04/33 FIXED 6.5 13063A4W1 24,500,000 $29,855,700 2.98%
KANSAS ST DEV FIN AUTH HOSP RE KSSMED 11/38 FIXED OID 5.75 48542ABX8 26,090,000 $29,839,655 2.97%
FULTON CNTY GA DEV AUTH FULDEV 10/22 FIXED 5 359900Y27 18,900,000 $22,905,099 2.28%
CALIFORNIA ST CAS 02/30 FIXED 5.25 13063BRE4 20,000,000 $22,657,600 2.26%
MATANUSKA SUSITNA BORO AK LEAS MATREV 09/23 FIXED OID 5.5 576553AP6 18,000,000 $21,621,060 2.16%
GARDEN ST PRESERVATION TRUST N GRD 11/20 FIXED 5.8 365418BT8 16,500,000 $19,414,890 1.94%
FLORIDA ST BRD OF EDU PUBLIC E FLSEDU 06/17 FIXED 5 34153PN53 16,190,000 $19,400,639 1.93%
MATANUSKA SUSITNA BORO AK LEAS MATREV 09/28 FIXED OID 6 576553AV3 15,500,000 $18,518,315 1.85%
NEW YORK CITY NY MUNI WTR FIN NYCUTL 06/40 FIXED OID 5.75 64972FXS0 15,330,000 $18,149,340 1.81%
CALIFORNIA ST CAS 02/20 FIXED 5 13063BSF0 14,325,000 $17,154,474 1.71%
NEW JERSEY ST TRANSPRTN TRUST NJSTRN 12/17 FIXED 5.25 6461355L3 15,000,000 $16,998,150 1.69%
NEW JERSEY ST TRANSPRTN TRUST NJSTRN 06/19 FIXED 5 646136HX2 13,125,000 $14,421,094 1.44%
NORTH CAROLINA ST GRANT ANTICI NCSGEN 03/23 ADJUSTABLE VAR 658268CD7 12,500,000 $14,157,625 1.41%
NEW YORK NY NYC 04/20 FIXED 5 64966JD52 11,350,000 $13,881,504 1.38%
ADAMS + ARAPAHOE CNTYS CO JT S ADASCD 12/23 FIXED 5 0054822E3 10,150,000 $12,557,885 1.25%
UNIV OF CALIFORNIA CA REVENUES UNVHGR 05/28 FIXED 5.75 91412F5T0 10,000,000 $12,014,900 1.20%
MARYLAND ST MDS 03/17 FIXED 5 574193DX3 10,000,000 $12,005,100 1.20%
LOS ANGELES CA CMNTY CLG DIST LOSHGR 08/33 FIXED 6 54438CNG3 10,000,000 $11,827,400 1.18%
NEW JERSEY ST ECON DEV AUTH RE NJSDEV 06/23 FIXED 5 645918J38 10,500,000 $11,772,705 1.17%
VIRGINIA ST CLG BLDG AUTH EDUC VACHGR 02/19 FIXED 5 927781C85 9,075,000 $11,165,608 1.11%
CALIFORNIA ST CAS 03/30 FIXED OID 5.25 13063BEQ1 10,000,000 $11,103,000 1.11%
PORT AUTH OF NEW YORK + NEW JE PORTRN 10/19 FIXED 5 73358WGP3 9,210,000 $10,924,718 1.09%
MICHIGAN ST MUNI BOND AUTH MIMGEN 10/17 FIXED 5 59455THS4 9,270,000 $10,604,324 1.06%
BIRMINGHAM AL SPL CARE FACS FI BIRMED 06/39 FIXED OID 6 090929FV7 9,000,000 $10,253,160 1.02%
DIST OF COLUMBIA INCOME TAX SE DISGEN 12/30 FIXED 5.5 25477GAU9 8,000,000 $9,766,320 0.97%
GARDEN ST PRESERVATION TRUST N GRD 11/18 FIXED 5.8 365418BR2 8,000,000 $9,413,280 0.94%
NEW JERSEY ST TRANSPRTN TRUST NJSTRN 12/38 FIXED 6 646136ZB0 7,710,000 $8,855,321 0.88%
NEW YORK CITY NY TRANSITIONAL NYCFAC 07/38 FIXED OID 6 64972HKN1 7,500,000 $8,696,400 0.87%
ALLEGHANY CNTY PA PORT AUTH ALLTRN 03/29 FIXED 5.75 017343DL5 7,500,000 $8,692,350 0.87%
WASHINGTON ST WAS 07/20 FIXED 5 93974BGC0 7,700,000 $8,684,214 0.87%
UNIV OF TEXAS TX PERMANENT UNI UNIHGR 07/16 FIXED 5 915115S59 7,500,000 $8,514,150 0.85%
MATANUSKA SUSITNA BORO AK LEAS MATREV 09/32 FIXED OID 6 576553BA8 7,250,000 $8,474,670 0.84%
ADAMS + ARAPAHOE CNTYS CO JT S ADASCD 12/26 FIXED 5 0054822H6 7,000,000 $8,445,710 0.84%
CALIFORNIA ST DEPT OF WTR RESO CASWTR 12/22 FIXED 5 13066KV48 6,880,000 $8,367,387 0.83%
UNIV OF PITTSBURGH PA OF THE C PITHGR 09/23 FIXED 5.5 91335VHK5 6,750,000 $8,350,695 0.83%
CHICAGO IL O HARE INTERNATIONA CHIAPT 01/19 FIXED 5.25 167592G32 7,680,000 $8,335,872 0.83%
PORT AUTH OF NEW YORK + NEW JE PORTRN 10/25 FIXED 5 73358WGV0 7,005,000 $7,979,816 0.80%
GUILFORD CNTY NC GUI 03/21 FIXED 5 401784ZR7 6,255,000 $7,966,493 0.79%
NEW JERSEY ST ECON DEV AUTH RE NJSDEV 06/22 FIXED 5 645918J20 6,950,000 $7,926,267 0.79%
MISSOURI ST HIGHWAYS + TRANSIT MOSTRN 05/20 FIXED 5.25 60636WKW4 6,500,000 $7,808,840 0.78%
CALIFORNIA ST HLTH FACS FING A CASMED 10/33 FIXED OID 6.5 13033F7K0 6,500,000 $7,719,075 0.77%
NEW JERSEY ST ECON DEV AUTH RE NJSDEV 06/20 FIXED 5 645918H89 6,700,000 $7,663,259 0.76%
MANSFIELD TX INDEP SCH DIST MNFSCD 08/42 ADJUSTABLE VAR 564386FB1 7,500,000 $7,600,800 0.76%
DALLAS TX INDEP SCH DIST DALSCD 02/34 FIXED 6.375 235308ME0 6,000,000 $7,480,680 0.75%
VIRGINIA ST VAS 06/18 FIXED 5 928109WN3 6,000,000 $7,396,080 0.74%
PORT OF SEATTLE WA REVENUE 08/20 FIXED 5 735389SE9 6,190,000 $7,244,652 0.72%
NORFOLK VA 04/23 FIXED 5 655867FC8 5,875,000 $6,824,165 0.68%
CENTRL PUGET SOUND WA REGL TRA CEPTRN 11/23 FIXED 5 15504RAY5 6,000,000 $6,700,080 0.67%
NEW YORK ST THRUWAY AUTH NYSTRN 04/18 FIXED 5 650013S89 5,700,000 $6,493,440 0.65%
NEW JERSEY ST TRANSPRTN TRUST NJSTRN 06/35 FIXED 6 646136B91 5,305,000 $6,388,334 0.64%
VIRGINIA ST CMWLTH TRANSPRTN B VASTRN 05/22 FIXED 5 927793UR8 5,035,000 $6,373,102 0.64%
CALIFORNIA ST HLTH FACS FING A CASMED 10/38 FIXED OID 6.5 13033LLC9 5,400,000 $6,344,352 0.63%
NEW JERSEY ST TRANSPRTN TRUST NJSTRN 06/20 FIXED 5 646136D32 5,250,000 $6,291,495 0.63%
ERIE CNTY NY INDL DEV AGY SCH ERIEDU 05/29 FIXED 5.75 29509PFK0 5,340,000 $6,175,176 0.62%
MARYLAND ST MDS 03/18 FIXED 5 5741925G1 5,000,000 $6,127,500 0.61%
FRISCO TX FSC 02/19 FIXED 5 3587753V4 5,000,000 $6,123,700 0.61%
UNIV OF CALIFORNIA CA REVENUES UNVHGR 05/29 FIXED 5.75 91412F5V5 5,095,000 $6,092,601 0.61%
MASSACHUSETTS ST MAS 09/18 FIXED 5 57582N2R5 5,310,000 $6,060,250 0.60%
FLORIDA ST BRD OF EDU PUBLIC E FLSEDU 06/20 FIXED 5 341535UL4 5,320,000 $6,039,902 0.60%
NEW MEXICO ST FIN AUTH NMSGEN 06/21 FIXED 5 64711MZQ3 5,595,000 $6,023,857 0.60%
LOS ANGELES CA WSTWTR SYS REVE LOSUTL 06/34 FIXED 5.75 5446523T5 5,000,000 $5,868,950 0.58%
TRI CNTY OR MET TRANSPRTN DIST TCYTRN 09/20 FIXED 5 895415AR8 5,170,000 $5,836,413 0.58%
GEORGIA ST GAS 07/17 FIXED 5 373383N61 5,000,000 $5,693,000 0.57%
MASSACHUSETTS ST SCH BLDG AUTH MASEDU 08/22 FIXED 5 576000BE2 5,000,000 $5,657,250 0.56%
MET TRANSPRTN AUTH NY REVENUE MTATRN 11/28 FIXED 5 59259YNV7 5,000,000 $5,651,650 0.56%
NEW YORK CITY NY TRANSITIONALF NYCGEN 02/28 FIXED 5 64971QTR4 5,000,000 $5,651,400 0.56%
AUSTIN TX AUS 09/19 FIXED 5 052396KM9 5,000,000 $5,615,300 0.56%
TEXAS ST UNIV SYS FING REVENUE TXSHGR 03/18 FIXED 5 88278PFQ2 5,035,000 $5,610,702 0.56%
TEXAS ST PUBLIC FIN AUTH TXSGEN 01/15 FIXED 5 882756R43 5,000,000 $5,597,300 0.56%
MET TRANSPRTN AUTH NY REVENUE MTATRN 11/30 FIXED 5 59259YNX3 5,000,000 $5,586,200 0.56%
PIERCE CNTY WA SCH DIST 10 TA PIESCD 12/16 FIXED 5 720424TY6 5,200,000 $5,563,792 0.55%
GRUNDY KENDALL + WILL CNTYS IL GRUSCD 10/21 FIXED 5.75 400442FJ3 4,340,000 $5,182,915 0.52%
BOSTON MA BOS 04/15 FIXED 5 100853KB5 4,585,000 $5,180,775 0.52%
HAWAII ST HIS 06/16 FIXED 5 419791B23 4,295,000 $5,029,488 0.50%
PORT AUTH OF NEW YORK + NEW JE PORTRN 10/14 FIXED 3 73358WGJ7 4,765,000 $5,000,439 0.50%
MARYLAND ST DEPT OF TRANSPRTN MDSTRN 05/17 FIXED 5 574204RS4 4,500,000 $4,921,695 0.49%
HARRIS CNTY TX HLTH FACS DEV A HARMED 12/31 FIXED OID 7.125 414152SQ2 4,050,000 $4,854,047 0.48%
EASTON PA AREA SCH DIST EASSCD 04/25 FIXED 7.75 277695GS5 3,980,000 $4,842,705 0.48%
ADAMS + ARAPAHOE CNTYS CO JT S ADASCD 12/27 FIXED 5 0054822K9 4,000,000 $4,797,640 0.48%
SOUTH CAROLINA ST SCS 04/16 FIXED 5 83710RBD8 3,930,000 $4,583,009 0.46%
NEW JERSEY ST ECON DEV AUTH RE NJSDEV 06/18 FIXED 5 645918H63 4,000,000 $4,564,760 0.46%
SOUTH CAROLINA ST SCS 03/20 FIXED 5 83710D5K0 3,500,000 $4,415,670 0.44%
PORT AUTH OF NEW YORK + NEW JE PORTRN 10/23 FIXED 5 73358WGT5 3,770,000 $4,391,560 0.44%
VIRGINIA ST PUBLIC BLDG AUTH P VASFAC 08/17 FIXED 5 928172KP9 4,000,000 $4,388,000 0.44%
MET TRANSPRTN AUTH NY REVENUE MTATRN 11/41 FIXED 5 59259YPH6 4,000,000 $4,352,000 0.43%
HENRY CNTY GA SCH DIST HENSCD 08/13 FIXED 5 426362JA8 4,030,000 $4,266,924 0.43%
FULTON CNTY GA WTR + SWR REVEN FULUTL 01/19 FIXED 5 360066NE0 3,500,000 $4,264,715 0.43%
CALIFORNIA ST HLTH FACS FING A CASMED 10/24 FIXED OID 6.25 13033F7H7 3,500,000 $4,204,865 0.42%
MET TRANSPRTN AUTH NY REVENUE MTATRN 11/31 FIXED 5 59259YPK9 3,500,000 $3,894,135 0.39%
GARDEN ST PRESERVATION TRUST N GRD 11/20 FIXED 5 365418EN8 3,000,000 $3,760,440 0.37%
NORTH CAROLINA ST NCS 05/16 FIXED 5 658256PF3 3,500,000 $3,665,200 0.37%
UNIV OF CALIFORNIA CA REVENUES UNVHGR 05/27 FIXED 5.75 91412F5S2 3,000,000 $3,620,760 0.36%
NORTH CAROLINA ST NCS 03/17 FIXED 5 658256B27 3,000,000 $3,597,630 0.36%
MIAMI DADE CNTY FL MIA 07/25 FIXED OID 6.125 59333FGU8 3,000,000 $3,585,660 0.36%
FLORIDA ST BRD OF EDU LOTTERY FLSEDU 07/15 FIXED 5.375 341507LG4 3,500,000 $3,562,580 0.36%
MICHIGAN ST MUNI BOND AUTH MIMGEN 10/17 FIXED 5.375 59455RB54 3,300,000 $3,371,280 0.34%
ALASKA ST MUNI BOND BANK AUTH AKMBBK 09/15 FIXED 4 01179PX51 3,000,000 $3,324,090 0.33%
HIGHLANDS CNTY FL HLTH FACS AU HIGMED 11/18 ADJUSTABLE VAR 431022PM8 2,900,000 $3,308,610 0.33%
CALIFORNIA ST DEPT OF WTR RESO CASWTR 12/14 FIXED 5 13066KU49 3,000,000 $3,210,360 0.32%
TEXAS ST PUBLIC FIN AUTH CHRT TXSFIN 02/40 FIXED 6.2 88276PCK0 2,850,000 $3,189,065 0.32%
WASHINGTON ST WAS 07/19 FIXED 5 93974A3V4 2,855,000 $3,141,642 0.31%
ILLINOIS ST SALES TAX REVENUE ILSGEN 06/22 FIXED 5 452226U27 2,975,000 $3,094,208 0.31%
UNIV OF PITTSBURGH PA OF THE C PITHGR 09/24 FIXED 5.5 91335VHM1 2,500,000 $3,070,000 0.31%
N HARRIS CNTY TX REGL WTR AUTH NHSWTR 12/18 FIXED 5.25 65956NBC9 2,690,000 $2,952,517 0.29%
FLORIDA ST BRD OF GOVERNORS UN FLSHGR 10/21 FIXED 5 341576BH8 2,410,000 $2,926,343 0.29%
NEW YORK NY NYC 04/16 FIXED 5 64966JC95 2,530,000 $2,924,351 0.29%
NEW JERSEY ST ECON DEV AUTH RE NJSDEV 06/19 FIXED 5 645918K77 2,500,000 $2,859,025 0.28%
VIRGINIA ST PUBLIC BLDG AUTH P VASFAC 08/15 FIXED 5 928172PX7 2,500,000 $2,852,750 0.28%
OREGON ST DEPT OF TRANSPRTN HI ORSTRN 11/17 FIXED 5 68607DFW0 2,500,000 $2,764,850 0.28%
FLORIDA ST BRD OF GOVERNORS UN FLSHGR 10/20 FIXED 5 341576BG0 2,285,000 $2,762,519 0.28%
SOUTH CAROLINA ST SCS 04/16 FIXED 5 83710RAD9 2,360,000 $2,752,138 0.27%
NEW JERSEY ST ECON DEV AUTH RE NJSDEV 06/19 FIXED 4 645918H71 2,500,000 $2,698,375 0.27%
FLORIDA ST BRD OF GOVERNORS UN FLSHGR 10/19 FIXED 5 341576BF2 2,175,000 $2,623,311 0.26%
MONMOUTH CNTY NJ IMPT AUTH REV MONIMP 12/21 FIXED 4 60956PDK5 2,175,000 $2,562,890 0.26%
HOUSTON TX HGR EDU FIN CORP HOUHGR 02/42 FIXED 5 442378ES0 2,500,000 $2,538,525 0.25%
SOUTH CAROLINA ST PUBLIC SVC A SCSUTL 01/17 FIXED 5 837147ZS9 2,300,000 $2,478,664 0.25%
ERIE CNTY NY INDL DEV AGY SCHF ERIEDU 05/19 FIXED 5 29509PHY8 2,000,000 $2,420,340 0.24%
MIAMI DADE CNTY FL MIA 07/23 FIXED OID 6 59333FGS3 2,000,000 $2,420,080 0.24%
CALIFORNIA ST DEPT OF WTR RESO CASWTR 12/20 FIXED 5 13066KV22 2,000,000 $2,408,080 0.24%
CALIFORNIA ST DEPT OF WTR RESO CASWTR 12/13 FIXED 5 13066KU31 2,320,000 $2,393,730 0.24%
CALIFORNIA ST DEPT OF WTR RESO CASWTR 12/18 FIXED 5 13066KU80 2,000,000 $2,364,960 0.24%
MONMOUTH CNTY NJ IMPT AUTH REV MONIMP 12/20 FIXED 4 60956PDJ8 2,000,000 $2,352,400 0.23%
MASSACHUSETTS ST MAS 01/15 FIXED 5 57582PWC0 2,000,000 $2,240,620 0.22%
KANSAS ST DEV FIN AUTH HOSP RE KSSMED 11/22 FIXED 5 48542ADB4 2,000,000 $2,238,100 0.22%
UNIV OF ILLINOIS IL UNVHGR 04/38 FIXED 5.75 9143527W3 2,000,000 $2,235,280 0.22%
POLK CNTY FL SCH DIST POKEDU 10/15 FIXED 5.25 731127AP1 2,000,000 $2,181,120 0.22%
FLORIDA ST BRD OF EDU FLSEDU 06/18 FIXED 5.375 3414227S6 2,130,000 $2,160,779 0.22%
GARDEN ST PRESERVATION TRUST N GRD 11/21 FIXED 5 365418EP3 1,700,000 $2,145,417 0.21%
MONMOUTH CNTY NJ IMPT AUTH REV MONIMP 12/19 FIXED 4 60956PDH2 1,800,000 $2,120,382 0.21%
SAN ANTONIO TX ELEC + GAS REVE SANUTL 02/24 FIXED 5 796253XM9 1,875,000 $2,055,169 0.20%
UNIV OF NORTH CAROLINA AT CHAP UNCHGR 02/14 FIXED 5 914714BV1 1,885,000 $2,015,065 0.20%
ILLINOIS ST FIN AUTH REVENUE ILSGEN 10/21 FIXED 5 45203HFM9 1,500,000 $1,886,775 0.19%
MONMOUTH CNTY NJ IMPT AUTH REV MONIMP 12/17 FIXED 4 60956PDF6 1,500,000 $1,733,460 0.17%
MONMOUTH CNTY NJ IMPT AUTH REV MONIMP 12/22 FIXED 5 60956PDL3 1,275,000 $1,622,642 0.16%
HOUSTON TX HGR EDU FIN CORP HOUHGR 02/32 FIXED 5 442378ER2 1,250,000 $1,279,075 0.13%
CALIFORNIA ST CAS 02/22 FIXED 5 13063BSH6 1,000,000 $1,201,810 0.12%
LOWER COLORADO RIVER TX AUTH R LWCGEN 05/15 FIXED 5.875 54810CR69 1,185,000 $1,190,084 0.12%
FLORIDA ST BRD OF EDU FLSEDU 06/14 FIXED OID 9.125 3414207L5 950,000 $1,104,831 0.11%
ORANGE CNTY CA COPS ORACTF 06/21 FIXED OID 6 684228EM7 895,000 $1,072,890 0.11%
HOUSTON TX HGR EDU FIN CORP HOUHGR 02/22 FIXED 4 442378EQ4 1,000,000 $999,950 0.10%
NEW YORK CITY NY TRANSITIONALF NYCGEN 11/32 FIXED 5 64971QRW5 0 $0 0.00%

As of 4/30/2012.
Holdings subject to change.

Holdings include all trades that were made prior to month end. The cash listed (money market fund) may include amounts that will be used to settle trades that had not reached their settlement date as of the end of the month.

Portfolio holdings are subject to change daily without notice and may not represent current or past portfolio composition. The holdings presented above include those directly held by the Fund and exclude cash, cash equivalents, collateral held on behalf of the RidgeWorth Funds’ securities lending program, as well as certain other assets and liabilities. Unlike the fund’s regulatory filings, the portfolio data and its presentation in this document are not required to conform to Generally Accepted Accounting Principles (GAAP) and Securities and Exchange Commission (SEC) presentation requirements. Therefore, the information provided may differ from a fund’s holdings disclosed in its annual/semi-annual report and Form N-Q due to the exclusions noted above.

For information related to the Fund’s collateral investments and other items mentioned above, please refer to the most recent Form N-Q or the annual/semi-annual report in the above 'Related Resources' scrolling section of the page. Forms N-Q are available on the SEC’s website at www.sec.gov.

Portfolio Managers

Ronald Schwartz

Ronald Schwartz, CFA

Director, Tax-Exempt Portfolio Management

ron.schwartz@stableriver.com

Ron is a Portfolio Manager responsible for managing the High Grade Municipal Bond, Investment Grade Tax-Exempt Bond, and Short-Term Municipal Bond strategies, each since their respective inception. He has more than 28 years of investment experience.

Ron joined StableRiver in August 1988. He has earned the Chartered Financial Analyst designation. He earned his B.A. in Business Administration from Adelphi University in 1979.

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