23 years of investment experience, serves as a Portfolio Manager, Managing Director, and Executive Chairman of the Advisory Research Partner Group. Prior to joining the firm in 2005, Matthew worked in the assurance and business advisory group at PricewaterhouseCoopers LLP. Matthew holds a BS in accounting and business administration from the University of Kansas and an MBA from the Kelley School of Business at Indiana University. Matthew is a Chartered Financial Analyst (CFA®) charterholder and has passed the Uniform CPA Examination.
About Us
At Advisory Research Investment Management, we are committed to delivering distinct investment opportunities to our clients though differentiated processes, specialized products, efficient operations, and high-touch client service.
By the Numbers
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History of Advisory Resarch
1974
ARI Founded
1974
1987
Small Cap Value Inception
1987
2000
Small Cap Growth Inception
2000
2011
Select Dividend Inception
2011
2016
U.S. Growth Team joins
2016
2017
Global Equity Team joins
2017
2018
Partners Fund Inception
2018
2019
ARI becomes 100% employee-owned
2019
2020
Micro Cap Growth Inception
2020
2024
ARI to celebrate its 50th anniversary
2024
Advisory Research Strategies
We offer actively managed, high-conviction equity portfolios through separate accounts and private funds. Our principals invest alongside our clients.
