Largest independent financial services firm in Chicago

Founded: 1937

Headquarters: Chicago, IL

Locations across the country and in London

More than 1,100 employees

Amount in capital: $238 million as of 12/31/07

$31.4 billion in assets under management

Revenues of more than $450 million for fiscal year ended March 31, 2007

Named one of Chicago's Best Places to Work by Crain's Chicago Business in 2008

Four main markets:

1. Institutions and Public Sector Entities
2. Corporations
3. Individuals
4. Broker/Dealers and Investment Advisors

Six main divisions:

1. Investment Management
2. Investment Services
3. Insurance Services
4. Investment Banking
5. Consulting
6. Real Estate