Independent
We are an independent wealth manager with the freedom to do what is best for you. We have no burden to sell certain products or meet quotas because we remain detached from the large institutions. Our "fee-only" service allows us to offer unbiased advice with our only concerns being your concerns. We are consistently looking out for your best interest and our success is a direct product of our ability to serve you.
Trustworthy
We provide trustworthy, intellectually-honest advice and services that have been extensively researched. We do all the "dirty work" for you by digging through the numbers, investigating returns and checking up on managers and investments. We only recommend investment vehicles that we would invest in ourselves; therefore, you are guaranteed that we have done our homework and you can have full faith in each and every recommendation. We treat your assets like we treat our own.
Diligent
We work diligently to ensure every service we provide or create for you is appropriate and is one in which the risk has been accounted. Managing for risk is at the core of our philosophy. While our investment strategy is designed to capture the upside and limit the downside risks of the markets, our financial plans and tax services are designed to address risks you face every day - known or unknown. Our attentive
and thorough approach provides you with a firm financial foundation.
Personal & Comprehensive
We promise that you will receive the personal attention that only a boutique firm such as ours can provide. We offer a wide range of services that you would expect from a world class financial services firm...and more. However, we do not employ cookie-cutter solutions and we do not use the automated service assistance that most investors have settled for with their large institutions. You will always be able to reach us and get a return call promptly. Your concerns are our concerns and we promise that we will always be available to both listen and help.
Our Values
CBOT Office
The Chicago Board of Trade Building
141 West Jackson Boulevard, Suite 1404
Chicago, IL 60604