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Contact Us
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 Affiliates Contacts
If you have a question, or would like to speak to our affiliates
about their products or services, please contact us as follows:
AMBS Investment Counsel
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| Contact: |
Scott W. Wagasky, Director of
New Business Development |
| Address: |
625 Kenmoor SE, Suite 307
Grand Rapids, Michigan 49546 |
| Phone Number: |
616.949.8160 |
| Website: |
www.ambsinvestment.com |
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CCM Advisors, LLC
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| Contact: |
Timothy Solberg, Managing Director |
| Address: |
190 South LaSalle, Suite 2800
Chicago, Illinois 60603 |
| Phone Number: |
312.444.6201 |
| Website: |
www.ccmadvisors.com |
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CCM Family Advisors, LLC
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| Contact: |
Linda Davis Taylor, Managing Director |
| Address: |
200 S. Robles Ave.
Pasadena, CA 91101 |
| Phone Number: |
(626) 564-2929 |
| Website: |
www.ccmfamilyadvisors.com |
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Clifford Swan Investment Counsel
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| Contact: |
Kathleen Gilmore, Principal |
| Address: |
200 South Los Robles, Suite 320
Pasadena, California 91101 |
| Phone Number: |
626.792.2228 |
| Website: |
www.cliffordswan.com |
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| Convergent Wealth Advisors,
LLC |
| Contact: |
David R Zier, CIMA
Executive Vice President
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| Address: |
2600 Tower Oaks Boulevard, Suite 300
Rockville , MD
20852-4246 |
| Phone Number: |
301.770.6300 (Main) |
| Website: |
www.ConvergentWealth.com |
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Lee Munder Capital Group,
LLC
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| Contact: |
Greg Mulready |
| Address: |
200 Clarendon St., 28th Floor
Boston, MA 02116 |
| Phone Number: |
617.380.5645 |
| Website: |
www.leemunder.com |
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Mid-Continent Capital
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| Contact: |
Lawrence J. Brottman, CFP, CPA,
Executive Vice President |
| Address: |
150 South Wacker Drive
Chicago, Illinois 60606 |
| Phone Number: |
888.815.8922 |
| Website: |
www.mccllc.com |
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SKBA Capital Management
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| Contact: |
Kenneth Kaplan,
Chairman |
| Address: |
45 Montgomery Street, Suite 3500
San Francisco, California |
| Phone Number: |
415.989.7852 |
| Website: |
www.skba.com |
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