53 West Jackson Boulevard
Financial Stability Starts Here
Holistic financial strategies tailored to your goals
We are an independent investment advising firm offering asset management, research, and consulting to institutional and individual clients.
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.
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.
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.
Our Advisors and Staff