Hartfield Titus & Donnelly

Nuveen Investments, founded in 1988, markets, distributes and develops investment products and services for the customers. The products offered by the company include closed-end and exchange-traded funds, individually managed accounts and mutual funds. It has various subsidiaries, including Rittenhouse, NWQ and Symphony. The company offers four investment solutions through its subsidiaries that include growth equities, value equities, and fixed-income and market-neutral alternative investments. It operates through a network of distributors, including investment firms, broker, dealers, commercial banks, insurance providers, financial planners, accountants, consultants and investment advisors. The company also provides managed account services and asset management solutions to institutional investors. Nuveen Investments is headquartered in Chicago, and has offices in New York, California and Pennsylvania.

Calamos Wealth Management is a registered investment consultation company that provides cash management, asset allocation and advisory services for high-net-worth individuals, family offices and foundations. It is an operating subsidiary of Calamos Holdings, which is a part of Calamos Asset Management. Calamos Asset Management has been providing investment consultation services for institutions and individuals for more than 30 years. It manages over $24 billion in asset and utilizes a variety of propriety risk management solutions in a range of investment strategies, including equity, balanced, convertible, high-yield, alternative, fixed-income and money market savings. The company offers a variety of investment products, such as open-end and closed-end funds and separate accounts designed to suit the investment needs of its clients.