Advisory Research Investment Management
Overview
Advisory Research Investment Management, established in 1974, is a Chicago-based, 100% employee-owned firm specializing in actively managed, high-conviction equity and fixed income portfolios. The firm serves a diverse clientele, including major corporations, pension plans, foundations, endowments, and high-net-worth individuals. Their investment approach is long-term and value-based, employing a traditional, bottom-up method of security analysis. As of 2024, Advisory Research manages over $6.3 billion in assets, reflecting its significant presence in the investment management industry. The firm's strategies encompass Select Dividend, Partners, and Global Equity, each designed to meet specific client objectives. Advisory Research's commitment to delivering distinct investment opportunities is evident in its differentiated processes, specialized products, efficient operations, and high-touch client service. The firm's principals invest alongside clients, aligning their interests and reinforcing their dedication to client success. With a history spanning over four decades, Advisory Research continues to be a prominent player in the asset management sector, offering a range of investment solutions tailored to meet the evolving needs of its clients.
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Frequently asked questions about Advisory Research Investment Management
What sectors does Advisory Research Investment Management invest in?
Advisory Research Investment Management invests in Financial Services, Real Estate, Infrastructure, Asset Management, Investment Management and Private Equity, and is based in Illinois, United States. Advisory Research Investment Management is listed as a private equity in the ConnectSafely investor database.
What stage does Advisory Research Investment Management invest at?
Advisory Research Investment Management backs companies at Growth and Buyout, writing cheques of 1M - 50M.
Which regions does Advisory Research Investment Management invest in?
Advisory Research Investment Management invests across United States.
Last updated · Source: ConnectSafely investor database
