[October 20, 2014]

Cleary Gull Releases Results of 6th Annual Senior Living Study

Cleary Gull Advisors today published the results of their 6^th Annual Senior Living Survey. Stephanie Chedid, AIF, President of Cleary Gull Advisors, and Steve Backus, Client Advisor of Cleary Gull Advisors will provide the results to attendees at the LeadingAge National Conference October 20 - 23, 2014.

Cleary Gull's Senior Living Study compiles asset allocation, investment policies, governance practices and financial ratio information from senior living organizations representing a range of rating categories and portfolio sizes. The results provide benchmarks to help health care organizations evaluate their overall investment program, identify trends, and serve as a tool for boards and investment committees in performing their fiduciary and due diligence evaluations.

The survey was conducted from February 15, 2014 through May 31, 2014 and was completed by CEOs, CFOs, and COOs at senior living organizations.

Said Chedid, "We know that leaders within the senior living industry are gathering as much information as possible to inform decisions in all aspects of their business. However, the investment program often remains overlooked. Our extensive study provides valuable information to assist the leaders and board members of senior living organizations in the continual assessment of the benefit their investment program can provid."

For more information on the highlights of the survey, click here. For a copy of the full survey results, click here. To review an Executive Summary of the report, click here.

Cleary Gull provides actionable items for senior living investment committees or boards to consider in a series of Insight publications that address risk review, cost controls, monitoring market trends, asset allocation traps and strategic planning. An online Toolkit provides easy access to useful resources related to the study.

About Cleary Gull

Cleary Gull (www.clearygull.com) is an employee-owned firm headquartered in Milwaukee, Wisconsin providing specialized financial services through two operating divisions: Investment Advisory and Investment Banking. Cleary Gull has combined assets under management of $2.5 billion as of June 30, 2013 and focuses on high net worth individuals, pilots, and not-for-profit hospitals and senior living communities across the nation. Cleary Gull's investment bankers specialize in providing exclusive advice on sales, mergers, acquisitions, private debt and equity capital placement, typically for transactions from $10 million to $200 million.

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