Metropolitan Capital Bank (MetCap) has partnered with several organizations to offer its clients access to independent investment advisory services. These services may be ideal for clients who are looking for professional money management and can commit enough capital to efficiently diversify through individual securities.
Segall Bryant & Hamill
Segall Bryant & Hamill (SBH) is an independent, employee-owned investment counseling firm located in Chicago, IL. SBH offers a full range of investment services designed to help clients preserve and enhance their investment assets. SBH builds long-term client relationships by developing the trust of their clients, providing competitive investment performance and delivering direct, personal service.
Segall Bryant & Hamill serves a diverse and growing national clientele including both institutional and affluent private clients. Each client portfolio is managed separately, allowing SBH to adapt to the specific investment objectives and ever changing circumstances of their clients. Their fees are based solely on the value of assets they manage, rather than the frequency and type of transaction they generate. Thus, they share with their clients the incentive to grow their assets in an efficient and effective manner.
Just as important, Segall Bryant & Hamill is structured as a partnership. This allows them to attract and retain talented investment professionals and provide them the opportunity to participate directly in the success of the organization. Their structure creates stability within their investment team…the most valuable asset they have to offer their clients.
For more information contact your PCM or visit Segall Bryant & Hamill's website, www.sbhic.com
Investment products managed by Segall Bryant & Hamill are not FDIC insured, not guaranteed by Segall Bryant & Hamill or Metropolitan Capital Bank, and may lose value.
Select Investment Partners of William Blair & Company, LLC
Select Investment Partners, a division of William Blair & Company, LLC, is a provider of multiple-manager investment advisory services. Select Investment Partners incorporates the elements of research, advice and service that contribute to a sucessful investment experience. A William Blair & Company investment professional can work with you to develop an overarching investment strategy to suit your needs. These recommendations, which may draw upon the resources of many outstanding investment firms, can produce more consistent results than any single investment class or style could produce on its own. The primary goal is to help you achieve the long-term financial goals that have motivated you to invest your wealth.
In developing diversified investment programs for our clients, Select Investment Partners has found it valuable to enlist the expertise of other outstanding organizations to provide a full spectrum of asset classes, investment styles, and alternatives. The hallmarks of the program are:
- Access to a slate of highly talented portfolio managers from a broad range of investment firms;
- Full diversification of asset classes and investment styles, including access to alternative investments such as private equity, real estate and hedge funds of funds;
- Strong research and due diligence to provide guidance to the investor
- Reasonable fees and expenses
- Simple, comprehensive, consolidated reporting and performance measurement
- A trusted advisory relationship to work in concert with your entire financial team, so that that investment planning remains consistent with your overall business, tax and estate strategies
William Blair & Company, LLC has thrived as an independent organization for more than seven decades. Since its founding in 1935 by William McCormick Blair, the firm has remained committed to the ideals of quality, stability, and integrity. Today, more than $34 billion in client assets is managed at William Blair & Company, of which two-thirds is from individual investors and small institutions, including foundations, trusts, and endowments.
For more information, contact your PCM or visit the Select Investment Partners website, www.selectinvestmentpartners.com
Investment products managed in the Select Investment Partners program are not FDIC insured, not guaranteed by William Blair & Co. or Metropolitan Capital Bank, and may lose value.
For more information on MetCap's Individual Securities Investment Management, please contact your Private Capital Manager. To obtain a PCM, please contact Richard Keneman, Principal Private Capital Manager, at 312.640.2350
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