Largest Milwaukee-area investment managers (ranked by managed assets as of Dec. 31, 2013)

Locally Researched by: Barbara Zaferos, Milwaukee Business Journal
22-Aug-14
The list of largest Milwaukee-area investment managers is ranked by assets managed (Dec. 31, 2013)
Rank	Company	Managed assets as of 12/31/13	Investment strategy, style	Top local executive
1	Mason Street Advisors LLC	$118,500,000,000	Fixed income - investment grade corporate, securitized, government, high yield	Ronald Joelson, president
	720 E. Wisconsin Ave.		equity - domestic growth
	Milwaukee, WI 53202
2	Artisan Partners	$105,500,000,000	Independent investment firm that provides broad range of high value-added strategies	Bob Batchelor, managing director, head of marketing and communications
	875 E. Wisconsin Ave.
	Suite 800
	Milwaukee, WI 53202
3	Fiduciary Management Inc.	$20,650,900,000	Equity strategies that apply a value discipline, with a focused approach firmly rooted in fundamental research	Ted Kellner, executive chairman
	100 E. Wisconsin Ave.			Patrick English, CEO, chief investment officer
	Suite 2200			John Brandser, president, COO, CCO
	Milwaukee, WI 53202
4	Baird Advisors	$20,105,160,000	Structured, short,intermediate, taxable and tax-exempt, core fixed income, including long duration customized benchmarks	Mary Ellen Stanek, managing director, chief investment officer
	777 E. Wisconsin Ave.
	Suite 2500
	Milwaukee, WI 53202
5	Geneva Capital Management	$6,700,000,000	U.S. mid-growth and small-cap growth	Nick Bauer, principal, director of consultant relations
	100 E. Wisconsin Ave.			Amy Croen,
	Suite 2550			Scott Priebe, managing principals
	Milwaukee, WI 53202