Our Affiliates

The firm offers a variety of products and investment advisory services to numerous institutional and retail clients, including mutual funds and separate account management.

The firm focuses on an emerging market equity strategy in a separate account format. Morley Campbell, the firm’s president and chief investment officer, has more than 15 years of experience in managing client assets.

The firm specializes in tax-loss harvesting strategies designed to provide tax benefits through portfolios comprised of low-cost, brand-name, exchange-traded funds (ETFs).

The firm manages predominantly fixed-income strategies designed with the objective to provide consistent performance and downside protection.

RSW emphasizes proactive credit research, optimal portfolio positioning and a dynamic risk-management approach.

Shapiro’s investment professionals have more than 130 years of collective investment experience. The team has been without turnover for more than a quarter of a century.

SSI offers investment solutions using a mix of convertible and equity strategies that may appeal to investors seeking growth while limiting downside risk, especially during volatile and rapidly changing market conditions.