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Our Affiliates

Overview
  Affiliate Investment Strategies
 
 
 

 

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

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

   
Clifford Swan Investment Counsel
Pasadena, CA

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

   
Convergent Wealth Advisors
Rockville , MD

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

   
Lee Munder Capital Group, LLC
Boston, MA

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
Chicago, IL

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

   

Advisory Support Services  
   
CCM Family Advisors
Pasadena, CA

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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