The amount of assets we currently manage for our clients (AUM).
The number of clients we currently serve with distinction.
The number of consecutive years we've been featured as one of the Financial Times Top 300 RIA firms in the United States - 2014, 2015, 2016, 2017, & 2018.
Chicago Partners was born in a skyscraper.
In 2002, our founders built and managed portfolios for the partners, clients, and professionals at PricewaterhouseCoopers. While they were at PwC, they developed their skills as expert portfolio managers and created a core competency building strong portfolios that met the compliance needs of their clients.
Building these portfolios gave them a unique perspective of the financial industry, and with it, a new idea.
In 2007, Chicago Partners was launched after a friendly spin-off from within PwC.
Our founders faced a new set of challenges on a new playing field. Leveraging their past experience as portfolio managers for high-net-worth clients, they applied their expertise to new domains and began advising foundations, institutions, and family offices.
Our clients received a more integrated financial solution - one that included the complete package of investment consulting, investment management, tax planning, advanced financial planning, and fiduciary relationship - the package that was refined into our 5-Step Portfolio Optimization Process.
Today, Chicago Partners has grown to manage over $1.5B in assets for our 550+ distinguished clients in over 30 states across the U.S., being named by the Financial Times as one of the Top 300 RIA firms in the U.S. in 2014, 2015, 2016, & 2017.
Chicago Partners continues to develop innovative solutions to expand the breadth, depth, and impact of our clients' wealth. In the last year, Chicago Partners has partnered with Charles Schwab, Fidelity, and TD Ameritrade, as well as a top mortgage broker to offer enhanced credit opportunities and superior mortgage solutions - continuing to demonstrate our commitment to optimizing our clients' wealth on all fronts.
Our team includes nine senior investment professionals, each with over 25 years' experience in the investment industry.
Our team of financial advisors also consists of:
- Chartered Financial Analysts (CFA)
- Certified Financial Planners (CFP)
- Chartered Alternative Investment Analysts (CAIA)
- Juris Doctors (J.D.)
- Certified Public Accountants (CPA)
As your fiduciary, Chicago Partners has a legally-binding obligation to always act in your best interest.
Large banks, brokers, and other financial advisors (who may or may not be fiduciaries) can be incentivized by their companies to invest your money into their products. This is a conflict of interest, which can hurt your portfolio's overall return.
As an independent fiduciary, Chicago Partners does not receive any outside commission or compensation, which means you receive investment advice that is independent and in your best interest.