Affiliate Investment Strategies

Investment capabilities listed by firm:

AMBS Investment Counsel
Traditional Value Equity Relative Value Equity Fixed Income Balanced
Phone Number: 616.949.8160
Website: www.ambsinvestment.com
Clifford Swan Investment Counsel
Equity Fixed Income Balanced Charitable remainder trust management and administration
Phone Number: 626.792.2228
Website: www.cliffordswan.com
Convergent Wealth Advisors, LLC
Investment planning for ultra-high net worth, family offices and institutional investors Investment manager research, selection and supervision Alternative investments
Phone Number: 301.770.6300
Website: www.ConvergentWealth.com
Lee Munder Capital Group, LLC
Large Cap U.S. Equity Mid Cap U.S. Equity SMID Cap U.S. Equity Small Cap U.S. Equity Global Multicap Equity International Equity
Phone Number: 617.380.5600
Website: www.leemunder.com
Mid-Continent Capital
U.S. Growth Equity U.S. Value Equity U.S. Core Equity Balanced Fixed Income
Phone Number: 888.815.8922
Website: www.mccllc.com