Exceptional client service has always been at the heart of who we are at Great Lakes Advisors. Clients hire us for our investment management expertise. They stay because they recognize the importance of having access to senior investment professionals who walk alongside them to accomplish their goals.
We partner with consultants to provide investment solutions for their clients across the equity and fixed income spectrum. Our dedicated team of consultant relations professionals knows the importance of direct access to our investment teams.
We work with numerous multi-employer plans and bring a deep understanding and experience level to these funds. Our firm has a significant Taft-Hartley client base and we’re proud that many founding clients are still with us today.
We have a long history of managing fixed income, equity, and multi-asset strategies for municipalities. Our investment and relationship teams bring a thorough understanding of the statutes and guidelines governing these funds.
We work closely with endowment, foundation, not-for-profit, and charitable clients to learn about their mission and help them achieve short-term and long-term investment goals.
We have provided investment advisory services to religious institutions for nearly 30 years. We work closely with religious clients to develop portfolios that align with their values and beliefs through customized screening, positive values-based portfolio tilts, and environmental, social, and governance (ESG) integration.
Our strategies are approved and available on many financial advisor platforms. We form a collaborative partnership to deliver separately managed accounts, unified managed accounts/model delivery, mutual funds, and multi-asset strategies to our partners. Our available strategies include fundamental and quantitative equity, ESG, and tax-managed solutions.
We have significant expertise working with organizations to meet their specific goals not only on the investing side but on the reporting side as well to comply with any special requirements they might have.
Our dedicated portfolio managers work to design a tailored investment portfolio for private wealth clients utilizing sophisticated risk analysis and asset allocation tools. Our Multi-Asset Strategy program takes into account each client’s unique risk tolerance, return and yield expectations, liquidity needs, tax considerations, and time horizon.