Quick Facts
- Largest independent financial services firm in Chicago
- Founded: 1937
- Headquarters: Chicago, IL
- Locations across the country and in London
- Approximately 1,200 employees
- Revenues of $467 million for fiscal year ended 03/31/09
- Amount in capital: $250 million for fiscal year ended 03/31/09
- $37.4 billion in assets under management as of 12/31/09
- Four main markets:
- Institutions and Public Sector Entities
- Corporations
- Individuals and Families
- Broker/Dealers and Investment Advisors
- Six main divisions:



