Segall Bryant & Hamill, operating as CI Segall Bryant & Hamill Asset Management, provides discretionary and non-discretionary investment management and advisory services. The firm offers a wide range of equity strategies, fixed income strategies, and alternative investments implemented through separately managed accounts, proprietary mutual funds, collective investment trusts, private funds, exchange-traded funds, and model portfolios. Segall Bryant & Hamill focuses on fundamental and quantitative research, disciplined risk controls, and bottom-up security selection to help clients achieve their long-term investment objectives. The firm primarily serves institutional clients, corporations, foundations, endowments, and high-net-worth individuals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.55% |
| $25.0M - $50.0M | 0.45% |
| $50M+ | 0.30% |
Rates shown are for core equity strategies. Other strategies have different schedules (e.g., fixed income ranges from 0.15% to 0.50%, and small cap/international strategies range from 0.55% to 0.80%). Fees are negotiable.