Acquisition by North Square Investments CS McKee was acquired by North Square Investments, a multi-boutique investment firm, creating potential cross-selling opportunities by leveraging the combined expertise and resources.

Partnering with AdvisorShares Foreside Fund Services CS McKee's partnership with AdvisorShares Foreside Fund Services to enter the ETF arena opens doors for collaborative sales strategies and the introduction of new investment products.

Strategic Hiring of Zack Vigneault and David Appleby CS McKee's recent additions of Zack Vigneault as Vice President of Sales and David Appleby as Vice President of Risk and Quantitative Analysis strengthen the sales team, potentially leading to enhanced client engagement and increased sales.

Diversified Client Base Across Multiple Sectors With a diverse client base including public entities, corporations, endowments, hospitals, schools, and religious organizations across 35 states and Canada, CS McKee has ample opportunities to tailor investment solutions and expand its market reach.

Responsive Investment Management Approach CS McKee's asset management approach, combining high-caliber professionals with personalized client objectives, positions the firm to address diverse client needs effectively, presenting opportunities to strengthen client relationships and drive sales growth.