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
CCM Advisors, LLC
AHA Diversified Equity Fund AHA Limited Maturity Fund AHA Full Maturity Fund AHA Balanced Fund AHA Socially Responsible Equity Fund Equity and fixed income separate accounts
Phone Number: 312.444.6201
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 Investment manager research, selection and supervision Alternative investments
Phone Number: 301.770.6300
Website: www.ConvergentWealth.com
Independence Investments LLC
Large Cap U.S. Equity Mid Cap U.S. Equity SMID Cap U.S. Equity Small Cap U.S. Equity US 130/30 Strategies
Phone Number: 617.228.8630
Website: www.independence.com
Mid-Continent Capital
U.S. Growth Equity U.S. Value Equity U.S. Core Equity Balanced Fixed Income
Phone Number: 888.815.8922
SKBA Capital Management
ValuePlus Equity Value Opportunity Equity Socially Responsible Value Equity Balanced Plus
Phone Number: 415.989.7852
Website: www.skba.com