General Investing >> Money Manager Interviews >> January 20, 2003

C.happel/d.higgins/r.rummelhart – Equitrust Investment Management Services Inc

ROBERT J. RUMMELHART, Investment Vice President of Equitrust Investment Management Services, Inc., is responsible for the management of all securities in the affiliated accounts and serves as the Portfolio Manager of the fixed-income mutual funds and as an Associate Manager of the equity funds. His fixed-income funds have consistently been awarded 4 and 5 star ratings from Morningstar. This rating means these portfolios are in the top 20% or higher of their respective peer groups. He received his MBA from the University of Iowa, is a Chartered Financial Analyst, a Fellow, Life Management Institute, and a member of the Iowa Society of Financial Analysts. He joined the Farm Bureau companies in 1987. Profile
DOUG HIGGINS is a Portfolio Manager at Equitrust Investment Management Services, Inc. In addition to serving as Associate Manager for the mutual funds equity portfolios, he is responsible for performing research on fixed income securities to develop recommendations. Securities analyzed include both investment grade and high yield securities. Prior to joining Farm Bureau, he worked at Equitable Investment Services, Inc., (a subsidiary of Equitable Life of Iowa) as a Portfolio Manager and Security Analyst. He received his MBA from the University of Iowa in 1989, where he graduated first in his class. Prior to graduate school, he received an undergraduate degree in Forest Management from Iowa State University and worked for the Bureau of Land Management and the Forest Service in Oregon, California and Colorado. Profile
CHARLES T. HAPPEL, Securities Vice President of Equitrust Investment Management Services, Inc., is responsible for equity investments in the mutual funds and the tax-preferenced investments in the insurance company portfolios. He received his undergraduate degree from the University of Northern Iowa and his MBA from Drake University. Since joining Farm Bureau in 1984, he spent time in the mutual funds area, then joined the investment department as an Equity Analyst. He later moved to the fixed- income sector as a Portfolio Manager, then returned to equities when the management of the mutual fund equity portfolios was added to his responsibilities. He has also obtained several insurance and investment industry designations including Chartered Financial Analyst, Chartered Property Casualty Underwriter, Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, and Fellow, Life Management Institute. He is a member of the Iowa Society of Financial Analysts and the Chicago Municipal Analyst's Society. Profile
TWST: Can you begin by giving our readers a brief overview of

EquiTrust Investment Management and the responsibilities that you

have there?

Mr. Happel: We are part of FBL Financial Group, Inc.