Great Lakes Advisors, LLC

Investment Strategy

Great Lakes Advisors pursues a conservative, long-term investment approach across both equity and fixed income strategies. For equities, they employ a disciplined, quantitative model-based selection process focusing on U.S. stocks, creating portfolios that closely track benchmark characteristics but are weighted toward stocks identified as most attractive by their proprietary models. Fixed income portfolios focus on income maximization with risk control by aligning interest rate exposure closely with market benchmarks and adding value through lower-risk, long-term methods rather than market timing. The firm offers customized, goal-driven portfolios and emphasizes partnership and consistent implementation to meet individual client objectives.