Southwestern Medical Foundation

The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.

LKCM is an active, long-term manager which aims to invest in high quality businesses that they believe will produce consistent, repeatable and superior risk-adjusted returns. The firm offers several equity, fixed income and alternative investment approaches, which are generally available through separately managed portfolios, the LKCM Funds, LKCM partnerships and single-investment partnerships. Their Core, Small-Cap and Small-Mid Cap Equity strategy seeks to achieve its investment objective through fundamental analysis of individual companies and seeks high quality companies. LKCM’s fixed income strategy seeks to achieve its investment objective by typically investing in investment grade corporate fixed income securities, fixed income securities issued or guaranteed by the US Government, its agencies or instrumentalities, and/or municipal fixed income securities.

FEG develops sophisticated, globally diverse portfolios designed with a goal to help enhance investment returns. The firm’s mission is to empower their clients to achieve their goals through superior investment performance, objective insights, and research. They take a broad-based view of asset allocation, with investments generally falling into one of four asset categories: global equity, global fixed income, real assets and diversifying strategies. Each category serves a specific role within a portfolio. An allocation to all four categories provides diversification to major market risk factors and provides a high-level framework to view the exposures within the portfolio. In order to achieve an even greater level of diversification, the four broad categories are further broken down into subcategories with more specific risk/reward characteristics and market behavior. By strategically allocating portfolios among these categories, FEG seeks to generate consistent returns and manage risk irrespective of the market environment.