Eileen Hayes

Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations.

Contravisory Investment Management, Inc. (Contravisory) is an independent registered investment advisor headquartered in Norwell, Massachusetts. The firm was founded by G. Edward Noonan in 1972 as Contravisory Research & Management Corp. Contravisory provides investment management services to individuals, pension plans, profit-sharing plans, trusts, endowments, and corporations.