Institutional Investors

We offer a full range of fixed income and equity strategy management to our Taft-Hartley, Healthcare, Public Fund, Corporate, and Endowment and Foundation clients.

Individual Investors

We offer both equity and fixed income retail strategies to the financial advisor community in addition to custom private client solutions.

Investment Teams

Fixed Income Group

Our fixed income team manages our Enhanced Cash, Short Term Fixed, Intermediate Fixed and Core Fixed strategies and is based in our Chicago, IL headquarters. The investment team has significant experience in all of the sectors of the fixed income market with risk control at the heart of their investment process. 

Select Equity Group

Our Select Equity team is located at our Chicago, IL headquarters. The team manages large cap and midcap strategies throughout the core, value and technology space. The investment process seeks to exploit anomalies in behavioral finance that lead to mispricing opportunities using a quantitative approach coupled with a fundamental overlay.

BPG Group

Our BPG investment team is located at our New York, NY office. The team has significant experience managing fixed income, equity and ETF-based tactical asset allocation. Their expertise in wealth management provides differentiated and unique solutions for clients.

FAMCO Group

Our FAMCO investment team is located at our St. Louis, MO office. The team manages our covered call equity strategy as well as custom fixed income portfolios.

MVP Group

Our MVP investment team is located at our St. Louis, MO office. The team specializes in small cap strategies using a fundamentally driven, cash flow focused approach implemented by a seasoned and tenured investment team.

Red Granite Group

Our Red Granite investment team is located at our Milwaukee, WI office. The team specializes in large cap growth strategies using a fundamentally driven, high quality process that seeks to identify holdings with persistent earnings growth.

TWCM Group

Our TWCM investment team is located at our San Francisco, CA office.  The team specializes in customized fixed income management on the municipal and taxable side of wealth management.