Todd Investment Advisors Continues Its Rapid Growth

President Bob Bordogna announced new business results today for Todd Investment Advisors, a fee for service manager of financial assets including stocks and balanced fund portfolios. According to Bordogna, "we continue to be very pleased with the activity over the past seven years by garnering between $40-$150 million in new business annually. Clients include both institutions and individuals. These results are particularly gratifying given the volatility of the stock market."

Todd has developed a variety of niche markets that continue to prosper. They include: joint ventures with trust companies, sub-advisor to mutual funds and variable annuities, high net worth individuals, public funds, corporate pension and profit sharing funds, separately managed (wrap) accounts, and nonprofit organizations (with and without social investing considerations). The firm's flagship strategy is called Relative Value Equity. The product has over $2 billion in assets and a 15+-year track record.

The highlights of the year in terms of new business include: three institutional clients, two high net worth individuals, and being added to the top tier manager platform by Charles Schwab, which is one of the largest manager programs in the country. Todd is one of six value equity offerings on this platform, which is used by Schwab Private Client offices as well as independent Registered Investment Advisors. Todd continues to grow its separately managed account business via brokerage firms and electronic platforms. It works with ten firms and has over $110 million under management. Two of its strongest relationships are with Edward D. Jones of St. Louis and Cleary Gull of Milwaukee.

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