Meet the Partners! An Interview with Richard L. Evans

June 18, 2020

Estimated Reading Time: 4 minutes

Meet the Partners! An Interview with Richard L. Evans

For the third installment of our Meet the Partners! interviews, we interviewed Partner Richard L. Evans, founder of Richard L. Evans Investment Management out of Flossmoor, Illinois.

Along with being an avid Indiana University fan, Richard founded and built his successful wealth management business from the ground up, he has also been recognized as a market strategist and was formerly the President, Chief Market Strategist, Director of Research, and an owner of Dow Theory Forecasts.

Richard has been quoted in many digital and print publications, and his experience with investment management has helped his clients securely manage their wealth for decades.

Without further ado, below is the full interview with Richard.

Q: How did you get into wealth management?

RLE: My CPA asked me to handle his sister-in-law's funds, who happened to be a Nun.  From that start, a steady stream of referrals from the CPA.

Q: How would you describe your wealth management and investment philosophies?

RLE: Conservative, balanced, plain vanilla, "sleep-at-night" investments.  By all means, stay away from gimmicks Wall Street likes to promote like Structured Products which favor Wall Street  over the investor.

Q: What is the number one question you receive from clients, and how do you usually respond?

RLE: Clients are most concerned about the long-term preservation and growth of their money, as that is their nest egg.  Usually by the time I am in front of a client they know of my reputation and already trust me to handle their money.

Q: What is the single most important things for investors to keep in mind?

RLE: Clients should stay focused on the long-term, and by all means, not panic and sell when the markets drop periodically.  The longer an investor lets their investments work for them, the greater chances of investment success, assuming the investor is in the right investments in the first place.

Q: What do you like to do outside of being an investment advisor?

RLE: Travel, golf and avid reader of crime books.

Important Disclosure Information

Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Chicago Partners Investment Group LLC (“CP”), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from CP. Please remember to contact CP, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. CP is neither a law firm nor a certified public accounting firm and no portion of the commentary content should be construed as legal or accounting advice. A copy of the CP’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.

June 18, 2020

Estimated Reading Time: 4 minutes

Meet the Partners! An Interview with Richard L. Evans

For the third installment of our Meet the Partners! interviews, we interviewed Partner Richard L. Evans, founder of Richard L. Evans Investment Management out of Flossmoor, Illinois.

Along with being an avid Indiana University fan, Richard founded and built his successful wealth management business from the ground up, he has also been recognized as a market strategist and was formerly the President, Chief Market Strategist, Director of Research, and an owner of Dow Theory Forecasts.

Richard has been quoted in many digital and print publications, and his experience with investment management has helped his clients securely manage their wealth for decades.

Without further ado, below is the full interview with Richard.

Q: How did you get into wealth management?

RLE: My CPA asked me to handle his sister-in-law's funds, who happened to be a Nun.  From that start, a steady stream of referrals from the CPA.

Q: How would you describe your wealth management and investment philosophies?

RLE: Conservative, balanced, plain vanilla, "sleep-at-night" investments.  By all means, stay away from gimmicks Wall Street likes to promote like Structured Products which favor Wall Street  over the investor.

Q: What is the number one question you receive from clients, and how do you usually respond?

RLE: Clients are most concerned about the long-term preservation and growth of their money, as that is their nest egg.  Usually by the time I am in front of a client they know of my reputation and already trust me to handle their money.

Q: What is the single most important things for investors to keep in mind?

RLE: Clients should stay focused on the long-term, and by all means, not panic and sell when the markets drop periodically.  The longer an investor lets their investments work for them, the greater chances of investment success, assuming the investor is in the right investments in the first place.

Q: What do you like to do outside of being an investment advisor?

RLE: Travel, golf and avid reader of crime books.

Important Disclosure Information

Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Chicago Partners Investment Group LLC (“CP”), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from CP. Please remember to contact CP, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. CP is neither a law firm nor a certified public accounting firm and no portion of the commentary content should be construed as legal or accounting advice. A copy of the CP’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.

Meet the Partners! An Interview with Richard L. Evans

June 18, 2020

Estimated Reading Time: 4 minutes

Meet the Partners! An Interview with Richard L. Evans

For the third installment of our Meet the Partners! interviews, we interviewed Partner Richard L. Evans, founder of Richard L. Evans Investment Management out of Flossmoor, Illinois.
Along with being an avid Indiana University fan, Richard founded and built his successful wealth management business from the ground up, he has also been recognized as a market strategist and was formerly the President, Chief Market Strategist, Director of Research, and an owner of Dow Theory Forecasts.
Richard has been quoted in many digital and print publications, and his experience with investment management has helped his clients securely manage their wealth for decades.
Without further ado, below is the full interview with Richard.

Q: How did you get into wealth management?

RLE: My CPA asked me to handle his sister-in-law’s funds, who happened to be a Nun.  From that start, a steady stream of referrals from the CPA.

Q: How would you describe your wealth management and investment philosophies?

RLE: Conservative, balanced, plain vanilla, “sleep-at-night” investments.  By all means, stay away from gimmicks Wall Street likes to promote like Structured Products which favor Wall Street  over the investor.

Q: What is the number one question you receive from clients, and how do you usually respond?

RLE: Clients are most concerned about the long-term preservation and growth of their money, as that is their nest egg.  Usually by the time I am in front of a client they know of my reputation and already trust me to handle their money.

Q: What is the single most important things for investors to keep in mind?

RLE: Clients should stay focused on the long-term, and by all means, not panic and sell when the markets drop periodically.  The longer an investor lets their investments work for them, the greater chances of investment success, assuming the investor is in the right investments in the first place.

Q: What do you like to do outside of being an investment advisor?

RLE: Travel, golf and avid reader of crime books.

Important Disclosure Information
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Chicago Partners Investment Group LLC (“CP”), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from CP. Please remember to contact CP, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. CP is neither a law firm nor a certified public accounting firm and no portion of the commentary content should be construed as legal or accounting advice. A copy of the CP’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.

June 18, 2020

Estimated Reading Time: 4 minutes

Meet the Partners! An Interview with Richard L. Evans

For the third installment of our Meet the Partners! interviews, we interviewed Partner Richard L. Evans, founder of Richard L. Evans Investment Management out of Flossmoor, Illinois.
Along with being an avid Indiana University fan, Richard founded and built his successful wealth management business from the ground up, he has also been recognized as a market strategist and was formerly the President, Chief Market Strategist, Director of Research, and an owner of Dow Theory Forecasts.
Richard has been quoted in many digital and print publications, and his experience with investment management has helped his clients securely manage their wealth for decades.
Without further ado, below is the full interview with Richard.

Q: How did you get into wealth management?

RLE: My CPA asked me to handle his sister-in-law’s funds, who happened to be a Nun.  From that start, a steady stream of referrals from the CPA.

Q: How would you describe your wealth management and investment philosophies?

RLE: Conservative, balanced, plain vanilla, “sleep-at-night” investments.  By all means, stay away from gimmicks Wall Street likes to promote like Structured Products which favor Wall Street  over the investor.

Q: What is the number one question you receive from clients, and how do you usually respond?

RLE: Clients are most concerned about the long-term preservation and growth of their money, as that is their nest egg.  Usually by the time I am in front of a client they know of my reputation and already trust me to handle their money.

Q: What is the single most important things for investors to keep in mind?

RLE: Clients should stay focused on the long-term, and by all means, not panic and sell when the markets drop periodically.  The longer an investor lets their investments work for them, the greater chances of investment success, assuming the investor is in the right investments in the first place.

Q: What do you like to do outside of being an investment advisor?

RLE: Travel, golf and avid reader of crime books.

Important Disclosure Information
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Chicago Partners Investment Group LLC (“CP”), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from CP. Please remember to contact CP, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. CP is neither a law firm nor a certified public accounting firm and no portion of the commentary content should be construed as legal or accounting advice. A copy of the CP’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.