Advanced Investment Partners (AIP) was founded in 1996 using an investment process that combines fundamental stock selection criteria with systematic, quantitative analyses to manage active, benchmark-sensitive portfolios across the size and style spectrum. Our clients’ portfolios have achieved their goals of exceeding benchmark returns since inception.
THE STRENGTHS OF OUR INVESTMENT FIRM INCLUDE:
- A boutique-sized firm of talented professionals that are empowered within a collegial environment where everyone clearly sees their direct impact on the quality of our client relationships
- An investment management team that is singularly focused on continually enhancing our informational edge within the U.S. equity market
- Demonstrated success at customizing solutions to our clients’ investment needs as evidenced by the growing recognition of our expertise in the areas of sustainable responsible investing and tax managed portfolios
- A dynamic, comprehensive investment process that has withstood the test of time as it has successfully adapted to the varied market environments over the last 15 years
- Our firm is a partnership between AIP professionals, Wintrust Wealth Management, and Great Lakes Advisors of Chicago
