Heartland Advisors is a boutique, independent investment firm in Milwaukee, WI. Our value-focused, actively managed product suite is offered through 4 mutual funds and 4 separately managed accounts.
Learn more about Heartland
Investment Team members typically are available to the media. To schedule an interview, contact The Lowe Group at 414-777-1880.
View recent media mentions featuring Heartland Investment Team members
Acquisition boosts Mid Cap Value Fund’s presence
Troy McGlone, CFA, has been named Co-Portfolio Manager of the Select Value Fund.
For Third Straight Quarter, Heartland Advisors Awarded “Top Gun” for Heartland Opportunistic Value Equity Strategy
Two Heartland Strategies continue to earn accolades relative to peers.
Colin McWey, CFA, was selected as a "Rising Star" by Fund Intelligence, a national organization that seeks to identify investment professionals who are making meaningful contributions in the asset management industry.
The 2019 Mutual Fund Industry Awards are sponsored by Fund Intelligence.
The Lowe Group 414-777-1880 Email
©2020 Heartland Advisors | 789 N. Water Street, Suite 500, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856
The above individuals are registered representatives of ALPS Distributors, Inc.
The Heartland Funds are distributed by ALPS Distributors, Inc.
Separately managed accounts and related investment advisory services are provided by Heartland Advisors, Inc., a federally registered investment advisor. ALPS Distributors, Inc., is not affiliated with Heartland Advisors, Inc.
CFA® is a registered trademark owned by the CFA Institute.