Fred Alger Management (click to view website) 
Based in New York, NY, has specialized in growth equity investment management since its inception in 1964. The firm manages assets for a broad range of clients, including state and local governments, corporate pension plans, religious organizations, insurance companies, foundations/endowments and Taft-Hartley plans. Alger also manages mutual funds and separately managed accounts for high net worth individuals.

Alexander Capital (click to view website) 
Alexander Capital was founded in 1978 under the name of Alexander Scriver & Associates. In 1984, the firm was acquired by Chemical New York Corporation and remained under its umbrella for five years. The partners re-acquired and re-registered as an independent Registered Investment Advisor in 1989, incorporating under the name Alexander Capital Management Group. In April 2003, the firm was acquired by COBIZ INC, a Denver based financial holding company. The five principals in the firm retained a 20 percent profits interest in the business that will be used to retain and attract investment talent.



Ariel Capital Management, Inc. (click to view website)
Ariel Capital Management is a Chicago-based firm specializing in equities, and is one of the nation's largest minority-owned firms. Ariel has concentrated on small and mid-cap value investing since its inception in 1983. As in Aesop's fable of the tortoise and the hare, Ariel believes that "slow and steady wins the race," and uses that analogy in representing the firm's investment management approach. The firm invests in high-quality, undervalued companies that are misunderstood or ignored by the market and have the potential to grow at 12%-15% annually. Ariel focuses on branded businesses with consistent balance sheets, predictable earnings and franchise products. The firm seeks to maximize returns by purchasing stocks when they are out of favor, then selling them for a profit once they have realized their true value. By concentrating all of their efforts on small and mid-cap value investing since 1983, Ariel has navigated a variety of investment environments and accumulated a wealth of knowledge in their area of expertise.



Brandes Investment Partners, LLC (click to view website)
Based in San Diego, Brandes Investment Partners, LLC was founded in 1974 by Charles Brandes, who remains Chairman of the firm's Executive Committee. The firm is know for its adherence to the Graham & Dodd approach to value investing, and has earned a reputation for providing outstanding international and global portfolio management. Brandes provides investment management services for a variety of institutional accounts as well as high net worth individuals.


Dana Investment Advisors (click to view website)
Based outside of Milwaukee, Dana Investment Advisors was
founded in 1980, and counts among its clients a number of well
known corporations, Taft-Hartley plans, endowments and
foundations. For much of its history Dana has been known
primarily as a variable rate fixed income manager. However, in
recent years the firm has added equity portfolio management
capabilities.
 

Davis Advisors (click to view website)                                                        Davis Advisors ('Davis') is a privately held money management firm founded in 1969 by Shelby M.C. Davis. Davis adheres to a value investing tradition practiced by the Davis family for over 50 years and three generations. It can trace the roots of its philosophy back to legendary investor Shelby Cullom Davis, who invested $100,000 in the late 1940s in financial stocks and compounded his wealth into over $840 million by the early 1990s.

Denver Investment Advisors (click to view website)                                  Denver Investment Advisors is one of the nation's preeminent independent investment advisory firms. They are registered under the Investment Advisors Act of 1940, are management-owned, and are located in Denver, Colorado. Since 1958 they have provided investment management services to institutional and private investors worldwide. They offer a variety of well-defined investment approaches based on adding value through fundamental and quantitative research. All investment styles are executed and delivered by an experienced and proven team of professionals.

 

Lazard Asset Management (click to view website)                                                Lazard Asset Management provides investment management and advisory services to financial intermediaries, institutional clients and private clients around the world. By leveraging its global perspective on investing and years of experience, the firm offers clients a broad range of traditional (equity, bond and multi-asset) and alternative investment strategies. LAM's team-based approach to portfolio management and global infrastructure helps to deliver strong and consistent performance over time.


Lotsoff Capital Management (click to view website)
Lotsoff Capital Management is a private partnership located in Chicago, Illinois. All partners are active in the day to day management of the firm. In the early years of the firm, LCM created customized investment portfolios for clients that concentrated on providing superior returns while emphasizing risk control.
Innovation, superior performance, and risk control remain the unifying theme for all strategies. LCM's strategies now include domestic and global fixed income, domestic equity and alternatives investments.
 

Moody Aldrich Partners, LLC (click to view website)
At Moody Aldrich Partners (MAP), their goal is to deliver superior investment performance over long periods of time while limiting downside volatility and preserving capital. To attain their objectives, they combine extensive industry knowledge with a unique and robust evaluation framework. Their disciplined and proven process results in portfolios of companies with excellent long-term prospects for capital appreciation supported by a thoughtful approach to managing risk.

Neuberger Berman (click to view website)
For more than six decades, the Neuberger Berman name has been synonymous with investment expertise. The firm's money managers and analysts have the wisdom that comes with years of experience gained throughout market cycles. Investment management is the core of Neuberger Berman's business, so the management is dedicated to fundamental research, unbiased by investment considerations. The Neuberger Berman Advisory Services Investment Committee provides guidance and oversight to the Advisory Services Group. Staffed by a cross-section of investment experts and chaired by Neuberger's Chief Investment Officer Michael Kassen, the Investment Committee brings the power of Neuberger Berman's expertise to work for the investor.

Optique Capital (click to view website)                                                         The former management team of Johnson Asset Management established Optique Capital on December 1, 2007. Key members of this group had served in their same roles for Johnson Asset Management since the early '90s. Together, these veteran financial professionals developed strong investment performance track records with domestic large cap equity, domestic small cap equity, international large cap equity, international ADR equity and global dividend value equity.

Thornburg Investment Management, Inc. (click to view website)
Based in Santa Fe, NM, Thornburg Investment Management, Inc. manages mutual funds and separate account portfolios for institutional and high net worth individuals. The firm was founded in 1982 by Garrett Thornburg, formerly a managing director with Bear, Stearns & Co. While the firm is best known for its mutual fund offerings, it has recently been placing greater emphasis on building its managed accounts business. It has built its reputation primarily on managing tax-exempt fixed income portfolios, but has added a value equity strategy led by portfolio manager Bill Fries.



Transamerica Investment Management, LLC (click to view website)
Transamerica Investment Management, LLC (TIM) manages equity, balanced, fixed income and convertible portfolios for a wide variety of institutional and high net worth individual clients. TIM's portfolio management staff has offices in San Francisco, Los Angeles and Dayton. TIM manages assets for mutual funds, separately managed accounts, retirement plans and various for-profit and not-for-profit entities. TIM is jointly owned by portfolio managers and key executives in partnership with AEGON USA.