President, CIO & Co-Lead Portfolio Manager

Mr. Pokrzywinski is Co-Lead Portfolio Manager for the SiM High Yield Team. He has 30+ years of investment experience and shares portfolio management responsibilities with Ryan Larson. Prior to founding SiM in August of 2010, Gary acted as CIO and Portfolio Manager on a number of fixed income portfolios, including a dedicated high yield mutual fund, for Edge Asset Management, an affiliate of Principal Financial Group. He worked for Edge and its predecessor from 1992 to 2009. During his tenure at Edge Gary managed the Morningstar 5-star** Principal High Yield mutual fund from its inception in April 1998 to his departure in May of 2009. He received a bachelor's degree in finance and management information systems from the University of Wisconsin - Milwaukee. Mr. Pokrzywinski earned the right to use the Chartered Financial Analyst designation in 1989 and is a member of the CFA Society of Seattle.

* Data provided by Morningstar. CPHYX (load waived) 5-star ranking from 11/05 to 5/09. CPHYX 4- or 5-star rating from 4/03 to 5/09. Past performance is no guarantee of future results. References to other mutual funds should not be interpreted as an offer of these securities.

Co-Lead Portfolio Manager

Mr. Larson is Co-Lead Portfolio Manager for the SiM High Yield Team. Mr. Larson shares responsibilities for portfolio management with Gary Pokrzywinski and leads investment research and analytics at SiM. Ryan has 15 years of Investment experience and has been with SiM since the founding of the firm in August of 2010. Mr. Larson earned the right to use the Chartered Financial Analyst designation in 2012 and is a member of the CFA Society of Seattle. Mr. Larson also earned the right to use the Chartered Alternative Investment Analyst Association (CAIA) designation in 2012. Mr. Larson graduated with honors in Commerce, Organization and Entrepreneurship from Brown University in 2008.

Chief Compliance Officer

Mr. Black is the Chief Compliance Officer for SiM and is responsible for day to day operations and SEC compliance matters. Mr. Black is a former partner of Integra Ventures, a Seattle based private equity firm. Integra Ventures is a federally licensed Small Business Investment Company (SBIC), and Mr. Black was responsible for regulatory compliance and oversight management for the firm. Mr. Black is an attorney whose prior practice focused on corporate and securities matters, including issues relating to investment advisers and broker dealers. Mr. Black holds a B.A. from Colorado College and a J.D., with honors, from Seattle University.

Investment Analyst

Mr. Power is a high yield analyst for SiM.  Prior to joining SiM in 2016, Mr. Power worked as a business loan officer at Business Impact NW, a non-profit Community Development Financial Institution, where he underwrote and serviced business loans.  Prior to Business Impact NW, from 2006-2015, Mr. Power worked at Bank of America, in various roles, but most recently as a Banking Center Manager.  Mr. Power holds a B.S. in Economics from the University of Washington.

Compliance Officer

Mr. Landes is a Compliance Officer here at SiM.  Mr. Landes has a 20+ year history in the Investment Advisory Industry.  Prior to joining the firm in 2023, Mr. Landes was an Associate Director of Compliance at SLC Management, a Boston based Registered Investment Advisor where he was responsible for compliance oversight and testing.  Prior to SLC Management, Mr. Landes was Chief Compliance Officer for Prime Advisors, Inc.  a locally based Fixed Income Advisor.  Mr. Landes was responsible for all aspects of the compliance program.  Roger attended Washington State University where he studied Business and Economics.

High Yield Trader

Mr. Holmes is a high yield trader for SiM. Prior to joining SiM in 2022, Mr. Holmes was a wealth manager for Heritage Bank where he provided investment management and financial planning for individuals and businesses. Mr. Holmes holds a BA in Finance from Washington State University.

Operations Associate

Ms. Reese is an Operations and Reporting Associate for SiM and is responsible for day-to-day high yield portfolio operations and reporting. Prior to joining SiM in 2023, Ms. Reese received her MBA from Oregon State University studying Corporate Finance.