The 8-Quadrant Approach


4-Quadrants: Equity


Direct Indexing

Direct Indexing

Receive the benefits of a mutual fund or ETF without any of the associated costs.

Complementary Indexes

Complementary Indexes

Indexes that complement the primary strategy in your portfolio.

Dimensional Indexes

Dimensional Indexes

Indexes built on the Nobel Prize-winning work of Dimensional Fund Advisors.

Chicago Partners Custom Indexes

Chicago Partners Custom Indexes

Strategic and alternative equity indexes that add further diversification to your portfolio.

4-Quadrant: Fixed Income


Investment Grade Income

Investment Grade Income

High-quality income serves as the foundation of your portfolio's yield.

High Yield Income

High Yield Income

Higher-yielding income correctly allocated can boost to your portfolio's yield.

Individual Issues

Individual Issues

Thoroughly vetted fixed income adds another dimension to your portfolio's yield.

Strategic Alternatives

Strategic Alternatives

Non-traditional sources of income add depth to your portfolio's income.