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Overview

The Value of Consistency

With 40 years of investing experience, we understand the mindset of investors who demand consistent results and dependable, long-term performance from their investment managers.  

Advisory Research, Inc. manages more than $7.6 billion in assets across a broad spectrum of traditional and alternative investments.

Strategies managed include value-oriented U.S., international, growth and global as well as MLP and energy infrastructure. Our strategies span a range of market capitalizations, geographies and investment styles, but all focus on our goal of building portfolios we believe in and helping to achieve the long-term investment goals of our clients.

Our roster of clients includes a global list of institutional investors and sophisticated high net worth individual investors. We offer separate account management as well as several mutual funds.