Frequently Asked Questions
Yes! Chicago Partners is a fiduciary and has been since we were founded in 2007.
Chicago Partners currently has over 650 clients in 40 states. In total, Chicago Partners manages over $2 billion in assets.
Chicago Partners is located right in the heart of downtown Chicago. Our address is One North Wacker Drive Suite 4110.
- 7 Certified Financial Analysts (CFA)
- 2 Certified Financial Planners (CFP)
- 2 Certified Public Accountants (CPA)
- 2 Chartered Alternative Investment Analysts (CAIA)
- 2 Licensed Attorneys (J.D.)
You can learn more about our team by clicking here.
Yes! Chicago Partners is honored to work with partners from PwC, E&Y, Deloitte, and KPMG. Chicago Partners founder, Jim Hagedorn & Anthony Halpin, began their career at PwC and are very familiar with the investment needs and restrictions of Big 4 professionals.
Chicago Partners does not take custody of any of your assets. Instead, we work with three custodians: Charles Schwab, TD Ameritrade, and Fidelity.
Yes! Chicago Partners currently serves clients in 40 states.
Your investment portfolio will be customized to reach your financial goals and objectives. Chicago Partners builds custom portfolios - each client has a portfolio built designed specifically their unique goals and objectives.
Chicago Partners serves all types of clients including high net worth individuals, corporations, foundations & institutions, covered & restricted persons, as well as family offices.
The first step in working with Chicago Partners is a complementary Portfolio X-Ray. The Portfolio X-Ray examines your current investment portfolio to find expense ratios, diversification, and asset location that may be dragging down your after-tax return. To learn more about a Portfolio X-Ray, please contact us here.
Yes! Chicago Partners is currently in the process of rolling out our Digital Wealth solution in the summer of 2019. This will be an automated investment management solution that is available at a lower cost than a full service financial advisor. Please contact us for more information.
Chicago Partners Informational Videos
Life In a Box from Chicago Partners on Vimeo.
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.)
- Here at Chicago Partners we have a variety of qualifications including:
Life In a Box from Chicago Partners on Vimeo.
- 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.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if CP is engaged, or continues to be engaged, to provide investment advisory services.
Please Also Note: No portion of the video content, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if CP is engaged, or continues to be engaged, to provide investment advisory services.