Chad Kilmer

Mairs & Power offers investment management services for equity, fixed income and balanced portfolios. Investment portfolios are tailored to meet the needs and objectives of individual clients. In selecting equity securities, the firm utilizes a bottom-up approach that focuses on company fundamentals, rather than taking market bets. The Investment Committee monitors specific companies and industry trends and meets regularly to assess their findings. For fixed income, their objective is to provide regular current income and a low level of risk. For balanced portfolios, Mairs & Power utilizes the same common stock approach as the equity strategy but may place a greater emphasis on dividend-paying stocks. Preference is given to investment grade fixed income securities.

USBAM’s investment process strives to preserve principal, maintain liquidity, manage risk to client parameters, and produce returns commensurate with client goals. The firm primarily utilizes fundamental analysis in managing client assets. They focus on taxable and tax-exempt high-quality fixed income securities with investment objectives of safety, liquidity, diversification and yield.

Functions as a College/University

William Blair-IM is an active investment manager that utilizes a variety of methods and strategies to make investment decisions and recommendations. When evaluating investment opportunities, they employ fundamental and technical research methods using various resources.

Functions as a College/University

William Blair is an active investment manager which employs disciplined, analytical research processes across a wide range of strategies, including US equity, non-US equity, and emerging markets debt. The firm employs both fundamental and technical research methods when evaluating investment opportunities.