Tuesday, June 14, 2011

Ziegler Capital Management Acquires Lotsoff Capital Management: MU Alumnus, Scott Roberts to Head Combined Firm

Scott Roberts
Ziegler Capital Management (Chicago, IL) acquired Lotsoff Capital Management effective June 10, 2011. The combined firm will have over $4 billion in assets under management across the fixed income, active equity and alternatives spectrum. 

The CEO of the combined firm will be Scott A. Roberts, CEO of Ziegler Capital.  “This is an exciting opportunity to bring together the strong investment management skills and decades of industry experience that both firms have to offer. Our portfolio management teams will remain in place for our clients and will now be able to add significant infrastructure and resources to their areas of expertise.  We are very optimistic about the future of the new firm”. 

The combined firm is expected to be called Ziegler Lotsoff Capital Management and their headquarters will remain in Chicago. Scott is a 1985 Marquette University alumnus with accounting and finance degrees - he is a former student of Dr. David Krause, AIM program director.

Lotsoff Capital Management, LLC was founded in 1981 as an interest rate risk consulting firm providing customized investment solutions and grew to become an innovative investment manager with expertise in core fixed income, active equities and alternative investments.  Lotsoff has a broad institutional client base in the Taft-Hartley, Public Fund, Endowment and Foundation, Healthcare and Corporate arenas as well as an established high net worth client base.

Ziegler Capital Management, LLC has a proven history of providing investment solutions for institutions, mutual fund sub-advisory clients, municipalities, pension plans and individual investors.  Through its affiliation with The Ziegler Companies, Inc., the firm has established long-standing investment management relationships in the non-profit foundation, endowment, senior living and health care communities.  The firm recently established an affiliation with Rizvi Traverse Management LLC, a private equity firm headquartered in Birmingham, Michigan.

The details of the combination are contained at: http://tinyurl.com/3ebvoz9. The combined product offering will include:

Ziegler's assets under management:

Lotsoff's assets under management:

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