Your research team searches for money managers with proven, replicable investment strategies. These managers are selected using a process designed to reduce risks, lower costs and enhance returns. Managers are systematically reevaluated against their peers to ensure quality.

Charles J. Batchelor, CFA - Senior Research Analyst
Telephone: 414.270.2248/866.272.3848

Mr. Batchelor is responsible for analysis of managers and funds and their investment portfolios with a focus on the global, developed and emerging international, and natural resources asset classes.  In this role, he is regularly in contact with investment managers and contributes analysis for over 20 investments for use throughout the organization.  In addition, he works closely with our senior professionals, chief investment officer and portfolio managers providing investment and portfolio analytics, due diligence on new investment opportunities and reporting support for institutional client relationships.

Mr. Batchelor graduated summa cum laude from the University of Wisconsin-Milwaukee with a degree in Finance.  He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Milwaukee.