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July 26, 1999 01:00 AM

(J) MONEY MANAGERS DIRECTORY: DEFINED CONTRIBUTION INVESTMENT ADVISOR PROFILES

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    Jacobs Asset Management

    200 E. Broward Blvd., Suite 1920, Fort Lauderdale, FL 33301; phone: (954) 766-7166; fax: (954) 766- 7177

    ($ millions)

    Total DC assets 21

    Internally managed 21

    Plan type:

    401(k) 21

    Investment vehicle:

    Separate accounts 21

    Asset mix:

    Stocks 94%

    Cash 6%

    Client contact: Todd K. Borton

    James Investment Research

    P.O. Box 8, Alpha, OH 45301; phone: (937) 426-7640; fax: (937) 426-7097

    ($ millions)

    Total DC assets 129

    Internally managed 129

    Plan type:

    401(k) 4

    Profit sharing 125

    Asset mix:

    Stocks 55%

    Bonds 40%

    Cash 5%

    Client contact: Diane Rose

    Janus Capital Corp.

    100 Fillmore St., Suite 400, Denver, CO 80206-4928; phone: (800) 525-1068; fax: (303) 396-7559; www.janus.com

    ($ millions)

    Total DC assets 17,435

    Internally managed 17,435

    Plan type:

    401(k) 16,131

    403(b) 1,304

    Investment vehicle:

    Mutual funds 14,381

    Variable annuities 2,659

    Separate accounts 395

    Asset mix:

    Stocks 98.0%

    Bonds 1.5%

    Cash 0.5%

    Client contact: Joe Baggett

    Johnson Investment Counsel

    3777 W. Fork Road, Cincinnati, OH 45247; phone: (513) 661-3100; fax: (513) 661-3160

    ($ millions)

    Total DC assets 343

    Internally managed 343

    Plan type:

    401(k) 19

    Money purchase/profit sharing 324

    Investment vehicle:

    Mutual funds 9

    Separate accounts 334

    Asset mix:

    Stocks 61%

    Bonds 37%

    Cash 2%

    Client contact: Mindy McLaughlin

    Tom Johnson Investment Management Inc.

    211 N. Robinson, Suite 450, Oklahoma City, OK 73102; phone: (405) 236-2111; fax: (405) 236-2008

    ($ millions)

    Total DC assets 197

    Internally managed 197

    Plan type:

    401(k) 190

    403(b) 7

    Asset mix:

    Stocks 78%

    Bonds 22%

    Client contact: Richard Parry

    Jurika & Voyles LP

    1999 Harrison St., Suite 700, Oakland, CA 94612; phone: (510) 446-1991; fax: (510) 874-4189; www.jurika.com

    ($ millions)

    Total DC assets 1,866

    Internally managed 1,866

    Investment vehicle:

    Separate accounts 1,866

    Asset mix:

    Stocks 82%

    Bonds 13%

    Cash 5%

    Client contact: Julie Corbett

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      • ESG Rated ETFs
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