Quick Facts
- Largest independent financial services firm in Chicago
- Founded: 1937
- Headquarters: Chicago, IL
- Locations across the country and in the United Kingdom
- More than 1,100 employees
- Amount in capital: $246 million as of 3/31/08
- $32.2 billion in assets under management
- Revenues of $492 million for fiscal year ended March 31, 2008 (audited)
- Named one of Chicago's Best Places to Work by Crain's Chicago Business in 2008
- Four main markets:
- Institutions and Public Sector Entities
- Corporations
- Individuals and Families
- Broker/Dealers and Investment Advisors
- Six main divisions:

