Managers

The research firm, Lowery Asset Consulting, L.L.C., objectively selects the best performing separate account managers in the marketplace based upon consistency of performance, risk rating, management tenure, and competitive expense ratios.

For information about Lowery Asset Consulting, L.L.C. and their manager search process, click here.

To visit the Lowery Asset Consulting, L.L.C. web site, click here.

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Lowery Asset Consulting

Quarterly Observations

Large Cap Value

Great Lakes Advisors
     Fact Sheet
     Newsletter
     Value Equity Presentation

Large Cap Growth

WCM Investment Management
     Fact Sheet
     Quarterly Performance Update
     Newsletter

Small Cap Growth

Transamerica Westcap

International

Optique Capital Management
     Fact Sheet

Taxable Bonds

Dana Investment Advisors, Inc.
     Fact Sheet
     Viewpoints

Municipal Bonds

Dana Investment Advisors, Inc.
     Fact Sheet
     Viewpoints