Private Client Group

Reed, Conner & Birdwell (RCB), Aristotle Capital’s Private Client Group, provides individuals, families, foundations and endowments with a risk-averse blend of any of our equity strategies in combination with, when appropriate, an allocation to limited-maturity fixed income securities based on the unique needs of each client. Our investment approach is focused on capital preservation and competitive long-term returns. The Private Client Group leverages the investment resources of Aristotle Capital’s institutional platform to develop optimally positioned client accounts based on unique client needs. We apply a quality-oriented, limited-maturity approach to fixed income as we strive to minimize risk in the fixed income portion of clients’ balanced accounts.

James Reed, CFA Donn Conner, CFA James Birdwell, Jr.