Investment Management Services

Goals & Outcomes

  • Target financial goals and objectives for the portfolio
  • Build a custom portfolio using the 4-Quadrant Investment Approach
  • Replace inefficient securities with optimized securities
  • Add select securities to optimize market exposure

As an investor, your investment portfolio serves as the foundation of your wealth management strategy. Our strategic investment management services are designed to optimize your investment portfolio with securities and investments focused on augmenting your total return. Our experienced investment management advisors work with you to build a diversified investment portfolio that includes equity, fixed income, alternative, and private investments.

We build upon the recommendations in the Portfolio Audit to create a portfolio tailored to your specific goals and objectives. We incorporate investments from a wide range of asset classes, including alternative asset management solutions, strategic infrastructure investments, private credit investments, and more. Our client base consists of high-net-worth individuals, institutions, family offices, and corporations focused on investment management solutions. And, as a fiduciary, we always tailor our investment portfolio strategy to serve only your best interests.

 *Please Note:  Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Chicago Partners) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.
Portfolio Audit
Tax Planning & Preparation

The 5-Step Wealth Optimization Process

Investment Management Services

Fully-customized, intensely diversified investment portfolios.

Portfolio Audit
Investment Management
Tax Planning & Preparation
Advanced Financial Planning
Private Client Services
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Portfolios for High-Net-Worth Investors

A Fully-Customized Portfolio Built Around Your Goals

Everyone's financial goals are different. Whether it's traveling in retirement, becoming more active in the community, or investing in new ventures, there's not one portfolio that fits each of these goals.

Our approach to portfolio management builds an investment portfolio that's uniquely positioned to serve each client's unique goals. Each of our high-net-worth clients' portfolios includes different securities hand-picked by our investment committee, and the portfolio's allocation is built to target the client's goals.

No models, no cookie-cutter approaches - your investment portfolio is entirely built around you and your goals.

Tax Planning & Tax Strategy

Tax-Efficient Implementation

For investors with large capital gains or concentrated stock positions (CSP's), the intelligent management of unrealized gains is essential in both repositioning a portfolio and minimizing tax liability.

Our focus on the after-tax return means each decision made in a client's portfolio is analyzed both from an investment perspective and from a tax perspective in order to minimize the negative impact and maximize the positive impact of changes in the portfolio.

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Portfolio Diversification

A Combination of Public & Private Securities

Public markets have been the most accessible investment vehicles for investors. While the historical returns from public markets have been reliable, the associated volatility can be difficult for investors to stomach at times.

On the other hand, the private markets have been less accessible to traditional retail investors. For high-net-worth investors, however, the private markets can be a source of adding investments with different risk and return profiles, reducing their portfolio's correlation to the public markets. While traditional investors may not be able to access private investments, our clients can gain unique access to investment options that are not available to the general public.

Our approach to investment portfolio management for high-net-worth individuals includes public market investments and private market investments to create a portfolio positioned to realize the returns of the public and private markets with lower overall volatility.

Investment Strategies for High-Net-Worth Investors

Advanced Investment Strategies

When we're building customized portfolios for high-net-worth investors, there are some strategies available that help to reduce costs, increase diversification, and reduce risk in the portfolio. We leverage these strategies where possible to provide a better experience to our clients.
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Receive a Complimentary Portfolio X-Ray

If you are interested in learning more about your portfolio, we offer a complimentary Portfolio X-Ray to anyone interested in learning more about our services.

To receive a Portfolio X-Ray, you can fill out the form here and an advisor will be in touch within 24 hours.

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Portfolio Audit
Tax Planning & Preparation