Diverse Client Base Great Lakes Advisors serves a wide range of clients including public funds, multi-employer plans, corporations, religious groups, endowments, health care plans, and private wealth clients, indicating broad opportunities across multiple sectors.

Active Investment Strategy The firm continually adds new stakes in companies like Guidewire Software, Sally Beauty, and Ecovyst, demonstrating a proactive investment approach that could benefit from tailored product offerings or partnership solutions.

Mid-Tier Revenue With revenues between $100M and $250M, Great Lakes Advisors is a mid-sized firm primed for growth, presenting opportunities for scalable, customized solutions to support their expansion efforts.

Technology Utilization Employing a modern tech stack including Adobe Experience Manager and Google Maps suggests openness to digital innovations, making them a potential candidate for advanced analytics, data management, or client engagement tools.

Capacity for Customization Specializations in ESG, Socially Responsible Investing, and Tax-Managed strategies highlight their focus on niche investment solutions, offering opportunities to introduce specialized financial products or advisory services.