AFFILIATES

One source. A wealth of expertise.

Our affiliates bring a wealth of knowledge, experience, time-tested discipline, and innovative solutions to our portfolios and to our clients. With them, your investment strategies reach further and smarter.

Midwest Trust
This full-service wealth management institution offers complete services including custody, personal trust administration, estate planning, retirement planning, profit sharing and 401(k) programs.

Midwest Philanthropic and Institutional Services
Our philanthropic consultant offers program design, board and staff training, marketing assistance and private foundation board governance, grant techniques and next generation planning in conjunction with your attorney, accounting professional, and fundraiser.

Trust Sourcing Solutions
This flexible provider helps trust institutions compete by providing cost-effective and comprehensive behind-the-scenes support for all aspects of trust processing.

Access Partners, LLC
Our innovative, separately managed account (SMA) provider breaks the minimum account size barrier and enables clients to work with multiple institutional-quality investment managers.

Benefit Trust
This leading national provider offers trust, custody, and fiduciary services for company retirement and benefit plans, banks, public entities, and registered investment advisors.