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  2. Morningstar, Inc. - Wikipedia

    en.wikipedia.org/wiki/Morningstar,_Inc.

    Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services.

  3. Adams Street Partners - Wikipedia

    en.wikipedia.org/wiki/Adams_Street_Partners

    Adams Street Partners, LLC (ASP) is an American private equity firm headquartered in Chicago. The majority of the firm's assets are in fund of funds strategies. [3] In 2020, Preqin ranked the firm as the ninth-largest fund of funds globally with $40 billion in assets under management. [4] Outside the U.S., the firm has offices in Europe and ...

  4. William Blair & Company - Wikipedia

    en.wikipedia.org/wiki/William_Blair_&_Company

    The firm, which opened in 1935, is independent and employee-owned, operating in more than 20 offices with headquarters in Chicago, Illinois. [1] The firm has had five CEOs or managing partners, three of whom continue to work at the firm. John Ettelson, who has served as president and CEO since 2004, heads the firm's executive committee.

  5. What Is Portfolio Management?

    www.aol.com/portfolio-management-150054605.html

    Modern portfolio theory, which aims to maximize returns for a given level or risk, can also be integrated into your portfolio management to help you optimize your investments. Investing for ...

  6. Mesirow Financial - Wikipedia

    en.wikipedia.org/wiki/Mesirow_Financial

    Mesirow is a privately held financial services company based in Chicago, Illinois. The firm is employee-owned and 100% of voting shares are held by employees. Mesirow provides investment management, capital markets, wealth management and investment banking services. [1] Mesirow was founded in Chicago, Illinois in 1937.

  7. I’m inheriting my elderly parents’ $680,000 investment ...

    www.aol.com/finance/m-inheriting-elderly-parents...

    I’m inheriting my elderly parents’ $680,000 investment portfolio — it’s managed by a long-time adviser with a 1.75% fee. Should I fire the manager for taking too high a cut or stick with him?

  8. Ariel Investments - Wikipedia

    en.wikipedia.org/wiki/Ariel_Investments

    The company employs 107 people, with the employees and the board owning 95% of the company. The firm has $15 billion in assets under management as of January 31, 2021. [6] Ariel is a minority-owned investment company. [7] It claims to be the largest minority-owned investment firm. [5]

  9. AOL Mail

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    Get AOL Mail for FREE! Manage your email like never before with travel, photo & document views. Personalize your inbox with themes & tabs. You've Got Mail!

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