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.
We provide opportunities and resources for our employees to partner with charitable organizations in active support of our communities and those dear to our hearts. Not only do the organizations we work with benefit, it allows our diverse professionals to work and grow in a collaborative culture.