News

Advisory Research Global Select Dividend now available on Stifel’s UMA platform

by Advisory Research on July 22, 2024

Advisory Research Global Select Dividend now available on Stifel’s UMA platform

We are pleased to announce that Global Select Dividend has been added as a recommended manager to Stifel Financial’s unified managed account (UMA) platform. We join a select list of high caliber portfolio managers who have been vetted by Stifel’s due diligence team. We are excited to …

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Advisory Research Investment Management Welcomes Summer Interns

by Advisory Research on June 24, 2024

Advisory Research Investment Management Welcomes Summer Interns

Advisory Research Investment Management is excited to introduce our summer interns. These talented individuals will bring a diverse range of skills and fresh perspectives that promise to enrich each of our teams.

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LV Distribution Joins Forces with Advisory Research in a Strategic Partnership to Enhance Investment Opportunities

by Advisory Research on January 30, 2024

LV Distribution Joins Forces with Advisory Research in a Strategic Partnership to Enhance Investment Opportunities

LV Distribution, LLC a prominent entity specializing in third-party asset management distribution, is delighted to announce an exciting strategic partnership with Advisory Research Investment Management, an investment management firm committed to providing exceptional actively managed …

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Announcing the New Advisory Research Investment Management Web Site

by Advisory Research on November 28, 2023

Announcing the New Advisory Research Investment Management Web Site

We're excited to announce the launch of our brand new Advisory Research Investment Management web site! The new site features great content housed within an enhanced user-friendly layout. Special thanks to the team at Goodwood Consulting for all of their help with turning our concept …

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Advisory Research Featured in Trends Watch: Concentrated Small Cap Equities

by Advisory Research on October 26, 2023

Advisory Research Featured in Trends Watch: Concentrated Small Cap Equities

Matthew Swaim, Executive Chairman and Portfolio Manager at Advisory Research® Investment Management talks with Elana Margulies-Snyderman at EisnerAmper.

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