“We are what we repeatedly do. Excellence, then, is not an act, but a habit.” – Aristotle

Private Client Group (Reed Conner & Birdwell)

Reed Conner & Birdwell (RCB), the Private Client Group of Aristotle, provides individuals, families, foundations and endowments with a risk-averse blend of any of our core equity strategies in combination with, when appropriate, an allocation to limited maturity fixed income securities based on the unique needs of each respective client.  The approach is focused on the preservation of capital and of competitive long-term returns.

Our approach to asset allocation is driven by specific client goals and combined with fundamental investment approach.  The RCB team of portfolio managers leverages the investment resources of the Aristotle institutional platform to develop optimally positioned client accounts based on each client’s unique needs.  We pursue a quality-oriented, limited maturity approach to fixed income. We strive to minimize risk in the fixed income portion of balanced accounts.