History

Refined Over Four Decades

Our firm was founded in 1974 on the principles of value investing and the commitment to provide premier investment strategies and the best in client service.  

For 40 years, our disciplined investment approach has focused on preserving and increasing our clients’ assets.

Our value heritage is the foundation of the firm’s domestic, international, and global equity investment strategies. Throughout our history, we have expanded our investment management capabilities, always maintaining our commitment to our disciplined investment style while emphasizing long-term risk-adjusted performance.

We continued this expansion in 2012 through our formalized relationship with the St. Louis-based MLP and Energy Infrastructure team, FAMCO MLP, which has since changed its name to Advisory Research.