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It's Time to Think Differently About Your Money

We are an independent investment advising firm offering asset management, research, and consulting to institutional and individual clients.

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.

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.

Municipal Services

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.

Why Hire MVT?

  • Our Culture: We foster collaboration, creativity, and continued development.
  • Our Structure: We are a family owned firm and full-service investment advisory firm with the technology and staff to add value to our clients' investment management needs.
  • Our Advisors: We hire 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 the most current research, perspective, insight, and a focus on absolute returns.
  • Our Track Record: We are successful in creating long-lasting relationships built on honesty, trust, and realistic expectations, bolstered by consistent investment returns.

Our Advisors and Staff

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