“Courage is the first of human qualities because it is the quality which guarantees the others.” – Aristotle
Each individual in Aristotle’s leadership team has significant experience in the investment advisory industry. These individuals are embedded throughout our organization leading our investment process, trading, compliance, operations, and client servicing efforts.
Our investment team consists of experienced and insightful individuals who work within an interdependent investment process to construct portfolios for our clients. Led by Chief Investment Officer Howard Gleicher, our team consists of six members who oversee all Aristotle strategies.
All of our research effort is conducted internally. Our analysts are experienced at analyzing and valuing companies globally in all sectors and industries, across all market capitalizations. The backgrounds of our investment professionals suit our long-term, invest-in-the-entire-business investment approach.
Each Aristotle client benefits directly from the combined experience and expertise of our investment team.
Institutional Advisory & Client Services
Aristotle employs a marketing and client service team that is dedicated to providing exceptional client service. We believe that we can best serve a client’s investment goals by maintaining open lines of communication.
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.
The Aristotle operations team is responsible for the administration of client portfolios, servicing the clients/consultants associated with these portfolios, and assisting the investment team in various aspects of the investment process.
Our trading desk has responsibility for implementing the investment team’s decisions regarding trade execution and order management for all institutional and private client group portfolios. Placing importance on technology and in our internal control efforts, we pride ourselves in a straight-forward process enabling swift and compliant trade executions.