General Investing >> Money Manager Interviews >> May 14, 2015

Delivering Above-Benchmark Returns with Fixed Income Asset Management

Tollefson, Marc W.
Marc W. Tollefson is Senior Vice President and Chief Investment Officer of Prime Advisors, Inc., a Sun Life Investment Management company. Mr. Tollefson joined Prime Advisors, Inc., in 2004 and is a member of the executive team. He is responsible for the overall investment process of the firm, which includes evaluating and selecting securities and constructing and administering portfolios managed by Prime. Mr. Tollefson has over 30 years of securities trading experience in multiple markets including municipals, corporates, U.S. governments, agencies, swaps, money markets and futures contracts. Mr. Tollefson received a B.A. in business administration from the University of Puget Sound. Profile
TWST: Could you provide an overview of your firm and your role in it?

Mr. Tollefson: Sure. The firm I work for is Prime Advisors, Inc. We specialize in fixed income. We do not actively