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Organization and Background

History
Consistent Investment Management Leadership since 1987
100% Employee Owned
Headquartered in Suburban Chicago, IL
Investment Management Business
Fixed Income Specialist
Assets under Management of Nearly $12 Billion
Over 300 Investment Advisor Relationships, Encompassing Thousands of Separate
          Account Clients and Fund Investors
Professional Resources
Stable Portfolio Management Group Employing Team Approach
Specialized Performance Reporting Team Utilizing Progressive Technology Platform
Integrated Credit Research Framework
Overall Emphasis on Intensive Client Service
Distribution of Assets $11.9 Billion as of 6-30-2008


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