About the AHA Investment Funds

Investment Managers

AMBS Investment Counsel, LLC

AMBS Investment Counsel, LLC was founded in 1982 as an investment advisory firm, managing corporate and public retirement plans, foundations and endowments, and funds for individuals and families with substantial wealth. The firm is owned by its principals and their strategic partner Convergent Capital Management, LLC.

Robert W. Baird & Co.

Baird is an employee-owned, fully-independent, international wealth management, capital markets, private equity and asset management firm. The firm was founded in 1919 and has been a member of the New York Stock Exchange since 1948.

Boyd Watterson Asset Management

Boyd Watterson was formed in 1928 and specializes in offering fixed income and equity investment products to wealthy families and institutions. The firm's investment philosophy is based on fundamental economic and credit research.

City National Asset Management, INC.  (CNAM)

CNAM is the investment advisory arm of City National Bank and is affiliated with CCM Advisors, the advisor to the AHA Investment Funds.  The firm manages fixed income and equity portfolios and is the advisor to other series of the CNI Charter Funds.

Freeman Associates Investment Management, LLC

Freeman Associates is an independently owned and operated investment advisory firm. The firm was originally founded in 1985 as Investment Research Company, and became Freeman Associates through a management buyout in 2001. Freeman Associates manages domestic equity portfolios in Large Cap. Mid Cap, Small/Mid Cap and Enhanced Index strategies for institutional clients.

Patterson Capital Corporation

Patterson is an independent investment advisory firm based in Los Angeles.  The firm follows the core conservative approach of investing in high quality, fixed income securities for institutional clients.  The Patterson team has been together for over ten years.

SKBA Capital Management

SKBA was founded in 1989 as an independent investment advisory firm. In 1999, SKBA became an affiliate of Convergent Capital Management (CCM). SKBA provides asset management services with a value orientation for institutional and individual clients.

Turner Investment Partners

Turner was founded in 1990 by Mark Turner, Bob Turner and Christopher McHugh.  These three continue to lead the firm.  Turner manages equity portfolios for institutional clients, separately managed accounts and mutual funds.