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
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.
Two Heartland Strategies honored for performance relative to peers.
The Mid Cap Value Strategy received accolade from Informa Investment Solutions' PSN manager database.
Money Path, Sponsored by Heartland Advisors, is a new web-based application from Wisconsin-based nonprofit SecureFutures. The high-impact tool poses a series of “What If?” scenarios relating to college, student loan debt, careers, starting pay, budgeting, and saving decisions—all fitting together to help students see how post-high-school financial decisions could impact their futures.
The Small Cap Value Plus Strategy received accolade from Informa Investment Solutions' PSN manager database.
The Lowe Group 414-777-1880 Email
©2019 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.