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) Providing specialist mutual fund services and distribution.

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

www.ConvergentWealth.com

Founded in 1982, Independence Investments specializes in active U.S. equity investment management for institutional investors. Across the style and capitalization spectrum, our strategies integrate focused fundamental research with powerful quantitative analysis. Independence associates share a common set of values including putting clients first, creativity, integrity, intellectual rigor, and teamwork.

www.independence.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.

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