Wealth management

personal portfolio management

Serving Chicago and the Chicagoland area | Most advisors use turn key investment models to construct your portfolio, because it frees up their time. We start from scratch and handpick each investment based on your needs and objectives.

SCHEDULE CONSULTATION

How will an independent advisor help my portfolio?

Our firm provides a variety of asset management consulting services. This includes developing a financial plan, investment policies and objectives, analyzing asset allocation and  researching investment options for clients and performance monitoring of portfolios.

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Needs and market conditions are constantly changing. Working with a professional helps address those changes quickly to minimize losses.

A professional manager will create a portfolio based on your needs and risk tolerance. Professional investment managers do not focus on a turn key model.

We look at your portfolio on a quarterly basis to make sure it is aligned with your personal financial plans and goals.

Independent advisors are able to take advantage of market opportunities instead of computer generated investment selections.

The art and science of asset allocation models

Do you know the underlying risk of your investments? Are all of your assets in an index, mutual or ETF Fund? Is your portfolio being rebalanced by a computer? How much in interest or dividends is your portfolio throwing off each year?

If your portfolio’s allocation is based on 8 questions you answered to determine your risk tolerance, chances are you will find your portfolio may have more risk exposure than you think.


While diversification absolutely reduces investment risk, knowing the underlying holding of the securities held in an index, ETF or mutual fund is paramount. The wrong mix can be costly and lead to too much market volatility. We go back to Fundamentals, evaluate each holding, so you won't be over exposed buy having redundancy.


Over diversification can give you more exposure to market risk than you think, we hand pick each investment for our clients; if we use an investment fund, we know all of the underlying assets in each fund, the weight of a particular security that may have a negative impact on the entire investment in a down turn. We will build a portfolio that generates annual income so you do not have to liquidate investments in order to enjoy yourself.

additional benefits of working with us:

Focused On Client Relationships

We believe that our relationship with clients is the cornerstone of our practice. We approach each relationship with a deep sense of humility & commitment. Our clients’ trust us with their futures, families and business needs.  We take this very seriously. Which is why their interests are paramount. We don’t receive commissions so you never have to wonder what motivates us.

We Carry an Objective Perspective

What does it mean to carry an objective perspective when it comes to portfolio management? Many advisors work for companies that have production requirements. These requirements force many advisors to make decisions that often compromise what is in the best interest of the client.  We believe in complete transparency, it’s important to us, it is a matter of respect. We do not blindly trust others or expect others to do so with us. When we accept a new client, they get a two-way relationship with us, if they want. We don’t just ask personal questions; we share our life experiences too.

The Art & Science of Asset Allocation Models

Maybe you have heard that you need to develop a plan and stick with it. Ride it out during bad times. We don't agree. Our clients expect us to protect them, that what we are paid for. Our investment philosophy is pragmatic. We use a combination of Fundamental and technical analysis to determine which investments to make and when to get in and out of them. We don’t time the market but we do watch momentum so we know the direction it is heading and act accordingly. Your portfolio is never on auto pilot.

SERVICES

The asset management consulting services we provide include:

 

  • Developing investment policies and objectives
  • Analyzing Investments and financial needs
  • Providing due diligence and performance monitoring
  • Supplying regular performance reports

 

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