Chicago Partners - United States of America

Best Wealth Advisors - Chicago

Chicago Partners is an SEC registered, independent investment advisor with 10 investment professionals managing over $1 billion for high net worth individuals, families and institutions. The average investment experience of our senior professionals is over 20 years. We combine rigorous academic analysis of the financial markets with our practical experience to develop well thought out investment plans that guide clients through evolving goals and market environments. The discipline and structure that we bring to the relationship provides clients with the knowledge that thoughtful analysis precedes decisions that affect their wealth.

We begin by helping clients clarify their goals and circumstances and then structure our advice to focus on achieving the client’s most important objectives. This guidance addresses tolerances for various types of risk, such as: the probability of achieving their goals, changes in the market value of assets, variations in income, and liquidity. Most important, we help clients stay with a sensible investment program, and avoid emotionally exciting, “this time it’s different” opportunities that often represent unacceptable risks.

The core facilities we use are based on state-of-the-art portfolio design work employed by Dimensional Fund Advisors. Dimensional was founded in 1981. Since 1989, they have offered low cost institutional mutual funds through a network of selected investment advisory firms. They impose strict adherence to specific parameters that help maintain reliable asset class exposures. Dimensional's investment management fees are well below those of traditional managers.

We protect our independence by receiving compensation only from our clients, not from sponsors of investment products. This structure minimizes the conflicts that can arise through commissions and other forms of fees paid by the promoters of investments. This independence helps us fulfill our role as a fiduciary, focused on our client’s best interest.

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