Family Office Exchange (FOX) serves as an independent advisor to families of exceptional wealth, offering an education on complex financial issues, and guidance on the selection of appropriate advisors. Founded in 1989, FOX is a leading provider of strategic advice for financial families. We have earned the trust of hundreds of investors who rely on us for objective information about ...

Segall Bryant & Hamill provides independent investment counsel for over 800 clients, representing $2.7 billion under management in equity, fixed income and balanced investment strategies. The firm, located in Chicago, Illinois, was established in 1994 by a group of investment professionals with over 20 years of prior experience working together at Stein Roe & Farnham. We serve a diverse and ...

Investment Managers Specializing in Tax-Exempt Municipal Securities ...