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.