Gofen and Glossberg, L.L.C.

Investment Discipline

Gofen and Glossberg, L.L.C. (“G&G”) is an investment counseling firm that provides highly customized investment advice to clients in the United States and abroad. G&G provides allocation recommendations, as well as specific equity and fixed income security selection, for each client portfolio. For allocation decisions, the firm tailors recommendations based on individual clients objectives. For equity selection, G&G portfolio managers rely on traditional, fundamental analysis with a long-term approach that emphasizes a company's financial and competitive position over a three- to five-year time horizon. The firm invests in quality companies that have strong management, growing income or cash flow, and established franchise value. For fixed income selection, G&G focuses on generating current income and maintaining safety of principal, primarily in high quality, short-to-intermediate term issues.

The Firm

Based in Chicago, G&G is one of the oldest and most respected investment counseling firms in the United States. Founded in 1932, the firm has a long history of managing diversified portfolios for prominent individuals, trusts, corporations, employee benefit plans, foundations, endowments, banks and insurance companies. G&G is currently led by William H. Gofen, Principal, and Joseph B. Glossberg, Principal, sons of the firm's founders.

Contact Information

455 Cityfront Plaza
Suite 3000
Chicago, IL 60611
(312) 828-1100
www.gofen.com/