Frequently Asked Questions 

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Frequently Asked Questions 

  • Are you a fiduciary?
    • Yes! Chicago Partners is legally obliged to act as a fiduciary. This means that we will always act in your best interest.
  • What are your qualifications?
    • Here at Chicago Partners we have a variety of qualifications including:
      • 7 Certified Financial Analysts (CFA)
      • 2 Certified Financial Planners (CFP)
      • 1 Certified Public Accountant (CPA)
      • 2 Chartered Alternative Investment Analysts (CAIA)
      • 1 Licensed Attorney (J.D.)

 

 

 

  • How will our relationship work?
    • Chicago Partners like to have complete transparency with our clients, and for this reason we are proud to offer eMoney. eMoney allows for clients to monitor their investments and portfolio value 24/7/365 from their computer or smartphone. If a more complicated issue or question arises, we are always only a phone call away.
  • Who is your custodian?
    • Chicago Partners works with three custodians: Charles Schwabb, TD Ameritrade, and Fidelity.
  • Where is Chicago Partners located?
    • Chicago Partners is located right in the heart of Chicago. Our address is One North Wacker Drive Suite 4110.
  • What asset allocation will you use?
    • Your asset allocation will be customized to your needs and financial goals. Chicago Partners recommends a balanced portfolio that consists of small, mid, and large cap securities, as well as international and emerging markets securities.
  • How many clients do you currently have?
    • Chicago Partners currently has over 600 clients in 39 states. In total, Chicago Partners managers over $1.8 billion in assets.
  • Who is a typical client for Chicago Partners?
    • Chicago Partners serves all types of clients including high net worth individuals, corporations, foundations & institutions, covered & restricted persons, as well as family offices.
  • How do I get started working with Chicago Partners?
    • Please feel free to give us a call or fill out the questionaire on our website. We then can set up a meeting to go over your portfolio x-ray where we can identify any weaknesses  in your portfolio and come up with customized solutions to get you back on track to reaching your financial goals.