AMBS Investment Counsel
Grand Rapids, MI

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

CCM Advisors, LLC was formed in 2000 as a registered investment advisor with two main specialties:
1) Managing investment funds using a multi-manager sub-advised approach.
2) Institutional asset consulting services with a focus on the healthcare sector.

www.ccmadvisors.com

Clifford Swan Investment Counsel provides personalized investment advice to individuals, families, trustees, foundations and endowments. Clifford Swan is the result of a merger of Clifford Associates, the oldest investment counseling firm in the United States which was founded in 1915, and Philip V. Swan Associates, a “trusted advisor” in managing client assets since 1984.

www.cliffordswan.com

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 expanded nationally into a multifamily office, high net worth, and institutional consulting business serving over 200 relationships through its headquarters in Rockville, Maryland and offices across the country.

www.ConvergentWealth.com

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

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

SKBA is a boutique investment advisory firm that manages equity and balanced assets for corporate and public pension funds, endowments, foundations and select private clients. Founded in 1989, SKBA’s mission is to bring the investor a strategic array of value-based investment solutions – built on a foundation of integrity, intelligence and innovation.

www.skba.com

CCM Family Advisors assists families in achieving success across generations by fostering cultures that sustain family legacies while protecting wealth.

www.ccmfamilyadvisors.com