Taft-Hartley
We work with numerous multi-employer plans and bring a deep understanding and experience level to these funds. Our firm has a significant Taft-Hartley client base and we’re proud that many founding clients are still with us today.
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Our Clients
Our Clients
Exceptional client service has always been at the heart of who we are at Great Lakes Advisors. Clients hire us for our investment management expertise. They stay because they recognize the importance of having access to senior investment professionals who walk alongside them to accomplish their goals.
Consultants
We work closely with institutional consultants to provide investment solutions for their clients across a range of strategies. Our consultant relations professionals are trusted partners with the consultant community, and provide prompt, responsive insight into our investment process.
Public Funds
We have a long history of managing fixed income, equity, and multi-asset strategies for municipalities. Our investment and relationship teams bring a thorough understanding of the statutes and guidelines governing these funds.
Endowments & Foundations
We work closely with endowment, foundation, not-for-profit, and charitable clients to learn about their mission and help them achieve short-term and long-term investment goals.
Subadvisory
Partnering with mutual fund families, corporations, and trusts utilizing our investment strategies to complete their clients’ asset allocations.
Faith Based
We have provided investment advisory services to religious institutions since the firm’s beginning days. We work closely with religious clients to develop portfolios that align with their values and beliefs through customized screening, positive values-based portfolio tilts, and ESG integration.
Financial Advisors
Our strategies are approved and available on many financial advisor platforms. We form a collaborative partnership to deliver separately managed accounts and unified managed accounts/model delivery to our partners.
Corporate, Healthcare, Insurance
We have significant expertise working with organizations to meet their specific goals not only on the investing side but on the reporting side as well to comply with any special requirements they might have.
High Net Worth Individuals
Our dedicated portfolio managers work to design a tailored investment portfolio for private wealth clients utilizing sophisticated risk analysis and asset allocation tools. Our Multi-Asset Strategy program takes into account each client’s unique risk tolerance, return and yield expectations, liquidity needs, tax considerations, and time horizon.
