“We need to remind ourselves of the foundational force behind investing – the need to grow and develop as a group, a community, beyond the abilities of any one member, to affect change in the world”
We provide institutional class equity and fixed income strategies to wealth management professionals in addition to custom private client solutions.
We foster an environment that encourages the sharing of perspectives gained from decades in the investment industry. This collaborative information sharing is valuable to our firm’s internal thought process and is the foundation of our market insights and reports.
Formed in 1991 and became a registered investment adviser in 2005
Headquartered in Chicago with additional offices in St. Louis and Milwaukee
A dedicated and experienced staff of 58 employees
*As of December 31, 2023. Total assets combine both Assets Under Management and Assets Under Advisement. Assets Under Management represents the aggregate fair value of all discretionary and non-discretionary assets, including fee-paying and non-fee-paying portfolios. Assets Under Advisement represent advisory-only assets where the firm provides a model portfolio and does not have trading authority over the assets.
