Individual Wealth Management
Our individual clients have the unique advantage of accessing institutionally priced assets at a lower fee than retail clients. We are also well-versed in tax and estate planning issues that affect individual client portfolios.
Our Culture: We foster collaboration, creativity and continued development.
Our Structure: We are an employee-owned firm that educates our staff and provides growing opportunities, which results in low-turnover and consistency for clients.
Our Advisors: We hire smart, educated and experienced professionals who bring a variety of perspectives and backgrounds, which increases our capabilities for our clients.
Our Team: We all work together and are enthusiastic about investing and serving our clients.
Our Approach: We emphasize a level-head, perspective, insight, and a focus on absolute returns.
Our Track Record: We enjoy low-turnover, both in clients and staff, because we are successful in creating lasting relationships built on honesty, trust and realistic expectations bolstered by consistent investment returns.
With our years of work with pension funds and our uniquely experienced staff, we offer accounting and audit services for municipal clients in addition to handling investments.
Institutional Pension Funds
Advising Defined Benefit Pension Funds on their investments has been our primary focus since 1996. We currently manage and/or consult for 40 different pension funds in the State of Illinois.
We are an independent investment advising firm offering asset management, research and consulting to institutional and individual clients.