Alley Company

Alley Investment Management Company, LLC is a registered investment advisory firm established in 1998, located in Lake Forest, IL. The firm is part of the Focus Financial Partners, LLC partnership and offers portfolio management services focusing on stocks, exchange-traded funds, and bonds. Their investment strategies include the Alley Company Core Portfolio, Dividend Portfolio, and Hybrid Portfolio. Alley Company manages over $5 billion in client assets, with a minimum account size of $2 million. They charge an asset-based fee starting at 1.00% for assets up to $5 million and 0.80% for amounts above $5 million. Clients have investment discretion with the firm, and Alley Company may recommend custodians for client accounts. The firm does not charge performance-based fees, and their clients primarily include high-net-worth individuals, institutions, foundations, and family offices. Alley Company has a Proxy Voting Policy to ensure voting in the best interest of clients and conducts periodic reviews of client accounts. The firm has no disciplinary actions, bankruptcy petitions, or financial conditions impairing their ability to serve clients.