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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. Portfolio manager - Wikipedia

    en.wikipedia.org/wiki/Portfolio_manager

    A portfolio manager (PM) is a professional responsible for making investment decisions and carrying out investment activities on behalf of vested individuals or institutions. Clients invest their money into the PM's investment policy for future growth, such as a retirement fund , endowment fund , or education fund. [ 1 ]

  4. William Blair & Company - Wikipedia

    en.wikipedia.org/wiki/William_Blair_&_Company

    William Blair & Company ("William Blair") is an American multinational independent investment bank and financial services company focusing on investment banking, investment management, and private wealth management. [3] The firm currently reports $17 billion of reportable assets and 1,700 open positions. [4]

  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. Heitman LLC - Wikipedia

    en.wikipedia.org/wiki/Heitman_LLC

    Heitman LLC (Heitman) is an American real estate investment firm headquartered in Chicago.It has three main business areas, private equity real estate, real estate debt and investment in real estate securities such as Real estate investment trusts (REITs).

  7. Since 2016, Chicago-based Vij — who earns $183,000 a year as a regional sales manager for an automation supplier — has built a portfolio of student rental properties worth $2.3 million. Don ...

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