Jason D. Weiner

Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals.

Founded in 1973, BMO Asset Management Corp. is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of BMO Financial Corp. and their ultimate parent is Bank of Montreal (NYSE: BMO). They were formerly known as Harris Investment Management, Inc. BMO Asset Management provides investment management services to pension, profit sharing, institutional and personal portfolios.