Reputation Partners

Advisory Research is a money management firm that serves the equity and fixed-income investment needs of institutional investors. The firm, founded in 1974, manages more than $6.3 billion in total assets. Its clients include individuals, privately-held companies, university endowments, private and public foundations, and pension and profit-sharing plans. In addition, the firm offers risk-adjusted returns to clients. Advisory Research provides various investment strategies, including small-, mid- and large-cap value strategies. Its micro-cap value strategy focuses on value-oriented companies with market capitalizations below $300 million. The firm additionally provides all-cap, international value, fixed-income and S&P 500 index equally weighted strategies. Advisory Research is located in Chicago.

Chicago Ventures invests in well-managed seed-stage technology companies in Chicago and the Greater Midwest that have demonstrated a value proposition in a given market for their product or services. The fund looks to make initial investments ranging from $250,000 to $1 million in each company.

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)