FOR INSTITUTIONAL INVESTOR USE ONLY

This site is for Institutional Investor use only and not for public use or distribution. The information contained on this site is for informational purposes only without regard to the investment objective, financial situation or specific needs of any particular investor. It is not intended for use by institutional investors in a jurisdiction where distribution or purchase is not authorized.

An “Institutional Investor” means any:

  • bank, savings and loan association, insurance company or registered investment company;
  • investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions);
  • person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof;
  • employee benefit plan, or multiple employee benefit plans offered to employees of the same employer, that meet the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and in the aggregate have at least 100 participants, but does not include any participant of such plans;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Exchange Act, or multiple qualified plans offered to employees of the same employer, that in the aggregate have at least 100 participants, but does not include any participant of such plans;
  • FINRA member or registered person of such a member; or
  • person acting solely on behalf of any such institutional investor.

By accessing this site you confirm that you are an Institutional Investor, you agree not to forward or make the contents of this site available to any person who is not an Institutional Investor, and you agree to be subject to Victory Capital’s user agreement

Redirect me to VCM.com

Thank you for your interest in Victory Capital Management. To download this document, please complete the registration form below. You will only need to complete this form one time to access site content.






  • Victory Capital may use my email to send out periodic news, announcements, and product information.

*All fields are required
Submit

INCORE Capital Management

Incore Capital Management Logo

A VICTORY CAPITAL INVESTMENT FRANCHISE

Heidi Adelman, Chief Investment Officer – Mortgage Investments Portfolio Manager

Heidi Adelman

Chief Investment Officer
Short Government Portfolio Manager

Heidi Adelman is Chief Investment Officer and lead portfolio manager of INCORE’s Short Government strategy. In this role, she is responsible for all agency mortgage-backed and U.S. government securities. She is also lead portfolio manager for government and mortgage-only portfolios. The Victory Short Government team was renamed INCORE Capital Management on April 1, 2015. INCORE Capital Management is a Victory Capital investment franchise.

Monica Caster, CFA

Trader - Short Government

Harriet Uhlir

Portfolio Manager - Short Government

The Funds are distributed by Victory Capital Advisers, Inc. ("VCA"), member FINRA and SIPC. Victory Capital Management Inc., an affiliate of VCA, is the investment advisor to the Funds and receives a fee from the Funds for its services. 
Find out more about the background of this firm on FINRA's BrokerCheck.

Not all institutional strategies are represented on vcm.com. For more information, please call 1-866-689-6999.

Heidi Adelman, Chief Investment Officer – Mortgage Investments Portfolio Manager

Heidi Adelman

Chief Investment Officer
Short Government Portfolio Manager

Heidi Adelman is Chief Investment Officer and lead portfolio manager of INCORE’s Short Government strategy. In this role, she is responsible for all agency mortgage-backed and U.S. government securities. She is also lead portfolio manager for government and mortgage-only portfolios. The Victory Short Government team was renamed INCORE Capital Management on April 1, 2015. INCORE Capital Management is a Victory Capital investment franchise.

Monica Caster, CFA

Trader - Short Government

Harriet Uhlir

Portfolio Manager - Short Government

Institutional Strategies:

Mutual Funds:

The Funds are distributed by Victory Capital Advisers, Inc. ("VCA"), member FINRA and SIPC. Victory Capital Management Inc., an affiliate of VCA, is the investment advisor to the Funds and receives a fee from the Funds for its services. 
Find out more about the background of this firm on FINRA's BrokerCheck.

Not all institutional strategies are represented on vcm.com. For more information, please call 1-866-689-6999.

Institutional Strategies:

Mutual Funds: