As an investment advisor, you understand the importance of partnering with trustworthy, experienced investment management firms. Your clients depend on your expertise to make informed decisions, and the choices you make for their portfolios can have long-term implications. That’s where Great Lakes Advisors (GLA) comes in—a large-cap value investment firm with a proven track record, deep industry expertise, and a commitment to putting clients first.
A Client-Centered Approach to Investing
Great Lakes Advisors was founded in 1981 with a clear mission: to serve clients with dedication and to align investment strategies with their values and goals. This client-centered approach has been the cornerstone of the firm’s philosophy since its inception. Whether working with Taft-Hartley plans, public funds, endowments, or high-net-worth individuals, GLA places clients’ needs at the forefront of every decision.
Tom Kiley, GLA's Chief Executive Officer, articulates this well: “Our mission is to serve those who serve others. Whether it’s helping a police or fire fund secure retirement for frontline workers or assisting a religious institution in fulfilling its mission, our focus is on delivering tailored investment solutions that meet the unique goals of each client.”
As an advisor, you need a partner who understands the importance of client alignment and who shares your commitment to fiduciary responsibility. GLA’s consistent client focus and dedication to customized solutions have made us a trusted partner in managing large-cap value portfolios.
Consistency and Experience Through Market Cycles
Consistency and experience are paramount when selecting a large-cap value manager. Great Lakes Advisors has a long history of delivering competitive performance across market cycles. Our conservative investment philosophy focuses on creating long-term solutions by investing in well-managed, attractively valued companies with strong cash flow and earnings potential.
Our approach to large-cap value management is rooted in a disciplined, research-driven process. By focusing on companies that can generate sustainable earnings and cash flow beyond market expectations, we seek to deliver positive, risk-adjusted returns over the long term.
This consistency in approach is particularly valuable in the large-cap value space, where market cycles can present both challenges and opportunities. GLA’s experienced team of investment professionals has successfully navigated these cycles, maintaining a steady focus on long-term value creation.
A Broad Range of Client Segments
Great Lakes Advisors serves a diverse array of clients, each with unique needs and investment goals. Our extensive experience across various client segments, including retirement plans, public funds, endowments, faith-based organizations, and private wealth clients, allows us to provide tailored solutions that align with each client’s mission and objectives. For investment advisors like you, this breadth of experience is crucial. It means that GLA is well-equipped to handle the specific challenges and requirements of your clients, whether they are individual investors or institutional clients.
Our firm’s deep understanding of the statutes and guidelines governing different types of funds ensures that our investment strategies are not only effective but also compliant with regulatory requirements.
Collaborative Partnerships and Direct Access
One of Great Lakes Advisors' key differentiators is our commitment to building collaborative partnerships with clients. Unlike larger, more impersonal firms, GLA prides itself on offering personalized service and direct access to our senior investment team. This level of access ensures that you can work closely with GLA to develop and implement strategies tailored to your clients’ unique goals.
As an investment advisor, you’ll appreciate the value of having a responsive, knowledgeable partner who can provide timely insights and support. Whether it’s developing a customized large-cap value strategy or adjusting a portfolio to meet changing market conditions, our team is there to assist you every step of the way.
Proven Philosophy: Long-Term Focus on Quality Investments
At the heart of Great Lakes Advisors’ investment philosophy is a focus on quality. Our firm’s approach to large-cap value management involves investing in companies that are not only attractively valued but also capable of generating strong earnings and cash flow over the long term.
This focus on quality is reflected in GLA’s disciplined investment process, which prioritizes fundamental research and rigorous analysis. By investing in well-managed businesses with sustainable competitive advantages, GLA aims to deliver consistent, long-term results for our clients.
For investment advisors, this long-term focus on quality is a critical factor in selecting a large-cap value manager. It means that your clients’ portfolios will be built on a foundation of solid, well-researched investments that are designed to perform well across market cycles.
Conclusion
In today’s challenging investment landscape, choosing the right large-cap value manager is more important than ever. Great Lakes Advisors is proud to be recognized by many as a reliable partner for investment advisors seeking a firm that combines experience, consistency, and a client-centered approach. With a proven track record and a commitment to delivering tailored solutions, GLA is well-positioned to help you meet your clients’ long-term investment goals.
If you’re looking for a large-cap value manager who understands your needs and is dedicated to your clients’ success, consider partnering with Great Lakes Advisors. Our expertise, personalized service, and focus on quality make us an ideal choice for your practice.
