Todd Investment Advisors Continues Its Success in New Business and Increases Marketing Channels

President Bob Bordogna announced new business performance results today for Todd Investment Advisors, a fee for service manager of financial assets including stocks, bonds, and balanced fund portfolios. According to Bordogna, "we continue to be very pleased with the activity over the past four years by garnering between $100-$150 million in new business annually. Clients include both institutions and individuals. These results are particularly gratifying given the disappointment of the stock market."

Todd has developed a variety of niche markets that continue to prosper. They include: joint ventures with independent trust companies, sub-advisor to mutual funds and variable annuities, high net worth individuals, public funds, (brokerage) separately managed accounts, and nonprofit organizations (with and without social investing considerations). The firm's flagship strategy is called Relative Value Equity. The product has approximately $2 billion in assets and a 20-year track record.

The highlights of the year also include being added to a manager platform by Callan Associates, which is one of the largest institutional consultants in the USA. Todd is one of nine value equity offerings on this platform used by smaller consulting firms that focus on the middle market ($5-$200 million). Secondly, Todd was one of four firms under consideration by SEI for a $1 billion sub-advisor mandate. SEI is a leading global provider of outsourced investment business solutions. As of September 30, 2002, they administer $233 billion in mutual fund and pooled assets and manage approximately $72 billion. Todd has also continued to grow its separately managed account business (via brokerage firms). It works with ten firms and has approximately $50 million under management. One of the newest relationships is with Edward Jones of St. Louis.

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