Our Strategies

Our Strategies

Our Strategies

Our Strategies

We offer a wide range of fixed income, equity, and multi-asset strategies across all market capitalizations and have deep portfolio management capabilities within ESG, Socially Responsible, Tax Managed, and Customized account solutions.

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Fundamental Equity

Building a Portfolio of Well-Managed Businesses

A fundamental, bottom-up, concentrated portfolio of well-managed businesses trading at a discount to our estimate of intrinsic value.

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Disciplined Equity

Delivering More Consistent Excess Returns

The stock market is complex, but our team uses a quantitative approach offering clients superior stock selection and adaptation to changing market conditions.

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Fixed Income

Providing an Experienced, Conservative Approach

With more than a century of cumulative investment management experience, our team takes an active and controlled approach focused on high-income sectors and securities.

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Multi-Asset Strategy

Tailoring Portfolios to Client Goals

Our multi-asset philosophy is centered on the proven benefits of asset allocation, ensuring that portfolios are well-diversified and customized to align with each client's objectives.

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ESG Integration and Responsible Investing

Incorporating ESG Factors Into Investing Decisions

We utilize environmental, social, and governance (ESG) integration to make more well-informed investment decisions, and can customize security selection to create portfolios that reflect each client's unique values.

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Private Wealth

Providing a Goals-Based Approach

Dedicated Portfolio Managers work with you and your financial professionals to design a tailored investment portfolio.

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Mutual Funds

Additional Investment Vehicles

Since 2008, Great Lakes Advisors has been offering our asset management services through mutual fund offerings to deliver long-term, risk-adjusted investment results.