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Our Affiliates
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 Overview
As of September 30, 2011, the firm consists of five investment advisory affiliates with approximately $21 billion in assets under management.
Investment Advisors
AMBS Investment Counsel
Grand Rapids, MI |
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AMBS Investment Counsel is a fee-based investment advisory firm managing corporate and
public retirement plans, foundations and endowments, and portfolios for individuals and families with substantial wealth.
www.ambsinvestment.com |
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Clifford Swan Investment Counsel
Pasadena, CA |
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Clifford Swan Investment Counsel provides personalized investment advice and portfolio management to individuals, families, trustees, foundations and not-for-profit organizations. We work within the context of our clients' unique financial situations and investment profiles to achieve coordinated, targeted goals. Within the non-profit market, we are specialists in both endowment investment management and planned giving investment and administration.
www.cliffordswan.com |
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Convergent Wealth
Advisors
Rockville , MD
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Convergent Wealth Advisors specializes in providing
clients with objective and high quality investment consulting
services as well as a suite of tailored wealth management
solutions. The firm has expertise in goals-based investment
planning, portfolio construction, alternative investments,
concentrated wealth strategies, and performance reporting.
Convergent Wealth Advisors has expanded nationally into a multifamily office, high net worth,
and institutional consulting business serving over 300 relationships through its headquarters
in Washington, DC and offices across the country.
www.ConvergentWealth.com |
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Lee Munder Capital
Group, LLC
Boston, MA |
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Lee Munder Capital Group (LMCG) provides investment strategies to institutions and private clients, spanning US and non-US equity markets, fixed income and alternatives. LMCG’s edge is the ability to attract leading investment teams that are defined by a strict adherence to their investment philosophies and processes. Their managers average approximately 20 years of investment experience and have proven records of providing investors with strong returns throughout market cycles.
www.leemunder.com |
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Mid-Continent Capital
Chicago, IL |
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Mid-Continent Capital (MCC) is a registered investment management and advisory firm
serving a broad array of clientele, including high net worth individuals, corporate retirement
plans, foundations and associations.We serve our clients through coordination of all facets of
their individual financial situations, including estate, tax and insurance reviews.
www.mccllc.com |
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| Advisory Support Services |
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CCM Family Advisors
Pasadena, CA |
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CCM Family Advisors assists families in achieving
success across generations by fostering cultures that
sustain family legacies while protecting wealth.
www.ccmfamilyadvisors.com |
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