Are you over 18 and want to see adult content?
More Annotations
A complete backup of pfarre-friedburg.at
Are you over 18 and want to see adult content?
A complete backup of postallads4free.com
Are you over 18 and want to see adult content?
A complete backup of avalontechgrp.com
Are you over 18 and want to see adult content?
Favourite Annotations
A complete backup of engelbert-strauss.co.uk
Are you over 18 and want to see adult content?
A complete backup of journalpsyche.org
Are you over 18 and want to see adult content?
A complete backup of astateredwolves.com
Are you over 18 and want to see adult content?
A complete backup of arche-france.org
Are you over 18 and want to see adult content?
A complete backup of recreatieoptexel.nl
Are you over 18 and want to see adult content?
A complete backup of avocadosfrommexico.com
Are you over 18 and want to see adult content?
A complete backup of pure-crystalline-cbd.com
Are you over 18 and want to see adult content?
Text
Ext. 115
WEALTH MANAGEMENT FIRM Each member of the Chicago Partners team is committed to standing by your side as your guide to the financial industry. Our team comes from a variety of backgrounds and has a wide range of skills to help you achieve your financial goals. THE DIVERSIFIED FUNDS The Diversified Equity Fund (CPDEF) is focused on generating investment return and capital appreciation through focused exposure to different sectors of the global market. The Diversified Income Fund (CPDIF) targets an annual yield of 4.72% with the stated objectives of protecting capital and yielding income. INSTITUTIONAL FACT FINDER Fact Finder for Foundations & Institutions CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Consider using passwords that use a combination of lowercase letters, uppercase letters, numbers, and symbols. As passwords get longer, they become more difficult to guess. A password with more than eight characters is considered a secure password, but the longer the better.MARK F. TOLEDO, CFA
Mark also serves on the Investment Committee of Kenilworth Union Church. Mark earned his BA in mathematics and economics from Ohio Wesleyan University in 1976, his MBA with a concentration in finance from the University of Connecticut in 1983, and his Chartered Financial Analyst designation in 1986. Contact. (847) 866-9775. WHAT IS A PLEDGED ASSET LINE (PAL)? According to Charles Schwab, a PAL is “an uncommitted, non-purpose securities-based borrowing solution that allows individuals to leverage eligible assets in their investment portfolios as collateral for a secured loan.”. In normal language, a PAL is a line of credit backed by a taxable investment portfolio.NICHOLAS GUIDO
To destroy can be the thoughtless act of a single day.”. Wealth Advisor Nicholas Guido joined Chicago Partners in the fall of 2013 after working for Ameriprise Financial Services. Before joining Ameriprise, Nicholas started his career as a Branch Services Associate in the Ultra High Net Worth sector of UBS Financial Services. PART 2A OF FORM ADV FIRM BROCHURE Chicago Partners Investment Group LLC Page 2 Part 2A of Form ADV: Chicago Partners Investment Group LLC Brochure Item 2. Material Changes This Firm Brochure is our disclosure document prepared according to regulatory requirements OPTIMIZE YOUR WEALTH MANAGEMENT Chicago Partners is a top-rated wealth management firm managing over $2.5 billion dollars in assets for over 850 distinguished clients. RESOURCES | CHICAGO PARTNERS WEALTH ADVISORS Matt Fischer O: 312-284-6367 C: 312-612-9981 Ext. 104. Matt Grennell O: 312-637-2295 C: 708-334-6213Ext. 115
WEALTH MANAGEMENT FIRM Each member of the Chicago Partners team is committed to standing by your side as your guide to the financial industry. Our team comes from a variety of backgrounds and has a wide range of skills to help you achieve your financial goals. THE DIVERSIFIED FUNDS The Diversified Equity Fund (CPDEF) is focused on generating investment return and capital appreciation through focused exposure to different sectors of the global market. The Diversified Income Fund (CPDIF) targets an annual yield of 4.72% with the stated objectives of protecting capital and yielding income. INSTITUTIONAL FACT FINDER Fact Finder for Foundations & Institutions CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Consider using passwords that use a combination of lowercase letters, uppercase letters, numbers, and symbols. As passwords get longer, they become more difficult to guess. A password with more than eight characters is considered a secure password, but the longer the better.MARK F. TOLEDO, CFA
Mark also serves on the Investment Committee of Kenilworth Union Church. Mark earned his BA in mathematics and economics from Ohio Wesleyan University in 1976, his MBA with a concentration in finance from the University of Connecticut in 1983, and his Chartered Financial Analyst designation in 1986. Contact. (847) 866-9775. WHAT IS A PLEDGED ASSET LINE (PAL)? According to Charles Schwab, a PAL is “an uncommitted, non-purpose securities-based borrowing solution that allows individuals to leverage eligible assets in their investment portfolios as collateral for a secured loan.”. In normal language, a PAL is a line of credit backed by a taxable investment portfolio.NICHOLAS GUIDO
To destroy can be the thoughtless act of a single day.”. Wealth Advisor Nicholas Guido joined Chicago Partners in the fall of 2013 after working for Ameriprise Financial Services. Before joining Ameriprise, Nicholas started his career as a Branch Services Associate in the Ultra High Net Worth sector of UBS Financial Services. PART 2A OF FORM ADV FIRM BROCHURE Chicago Partners Investment Group LLC Page 2 Part 2A of Form ADV: Chicago Partners Investment Group LLC Brochure Item 2. Material Changes This Firm Brochure is our disclosure document prepared according to regulatory requirements WEALTH MANAGEMENT COMPANY In 2008, Chicago Partners Wealth Advisors was born. Jim and Anthony, using their knowledge and experience in creating excellent tax-efficient portfolios, started Chicago Partners Wealth Advisors with the mission of serving their clients with distinction. Starting with 100 clients and $300 million dollars under management, thefounders entered
CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Consider using passwords that use a combination of lowercase letters, uppercase letters, numbers, and symbols. As passwords get longer, they become more difficult to guess. A password with more than eight characters is considered a secure password, but the longer the better.DIRECT INDEXING
Direct Indexing is the practice of holding shares or fractional shares in a similar proportion to an index. By directly owning the shares (as opposed to owning shares of an ETF or Mutual Fund), the investor unlocks a range of benefits that gives them both greater customization and reduced expenses associated with third-party fund managers.INVESTMENT FIRMS
Our team works with you to create financial, retirement, estate, education, and charitable giving plans that benefit you, your wealth, and your family. Clients work with their advisors to set up their eMoney Wealth Management System (WMS), a tool that allows investors to view all of their financial assets, accounts, and documents in oneplace.
MARK F. TOLEDO, CFA
Mark also serves on the Investment Committee of Kenilworth Union Church. Mark earned his BA in mathematics and economics from Ohio Wesleyan University in 1976, his MBA with a concentration in finance from the University of Connecticut in 1983, and his Chartered Financial Analyst designation in 1986. Contact. (847) 866-9775. WHAT IS A CONCENTRATED STOCK POSITION (CSP)? One type of risk to an otherwise-diversified investment portfolio is a concentrated stock position (CSP).In brief, a concentrated stock position is any large accumulation of stock in one company relative to the investor’s total wealth. WEALTH MANAGEMENT BLOG December 26 - 2019 Year-End Checklist December 12 - Direct Indexing: Mutual Funds & ETFs without the Fees November 27 - The Benefits of Tax Loss Harvesting November 21 - Make the Most of Your Charitable Giving - Updated November 13 - How the Markets Work and the FAANG Mentality October 17 - The Power of Delayed Gratification: A Recommendation for America's Emerging Workforce WHAT IS DIRECT INDEXING? A key to the strategy of direct indexing is owning the stocks in the same proportions as the underlying fund. With the new advancements in trading technology along with the recent elimination of trade commissions at some of the larger custodians, an investor can invest in fractional shares of a company or ETF instead of being limited to purchase whole number shares. IMPORTANCE OF A DIVERSIFIED PORTFOLIO One of the most important factors that investors take into consideration when building a portfolio is the amount of risk that they wish to take. With a properly diversified portfolio, this risk can be greatly reduced. The market is constantly changing, and IPOS: PROFILES ARE HIGH. WHAT ABOUT RETURNS? See disclosure for additional information IPOs: Profiles Are High. What About Returns? August 6, 2019 Initial public offerings (IPOs) often attract initial public interest—especially when familiar brands become broadly available to investors for the first time. OPTIMIZE YOUR WEALTH MANAGEMENT Chicago Partners is a top-rated wealth management firm managing over $2.5 billion dollars in assets for over 850 distinguished clients. RESOURCES | CHICAGO PARTNERS WEALTH ADVISORS Matt Fischer O: 312-284-6367 C: 312-612-9981 Ext. 104. Matt Grennell O: 312-637-2295 C: 708-334-6213Ext. 115
WEALTH MANAGEMENT FIRM Each member of the Chicago Partners team is committed to standing by your side as your guide to the financial industry. Our team comes from a variety of backgrounds and has a wide range of skills to help you achieve your financial goals. THE DIVERSIFIED FUNDS The Diversified Equity Fund (CPDEF) is focused on generating investment return and capital appreciation through focused exposure to different sectors of the global market. The Diversified Income Fund (CPDIF) targets an annual yield of 4.72% with the stated objectives of protecting capital and yielding income. INSTITUTIONAL FACT FINDER Fact Finder for Foundations & Institutions CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Consider using passwords that use a combination of lowercase letters, uppercase letters, numbers, and symbols. As passwords get longer, they become more difficult to guess. A password with more than eight characters is considered a secure password, but the longer the better.MARK F. TOLEDO, CFA
Mark also serves on the Investment Committee of Kenilworth Union Church. Mark earned his BA in mathematics and economics from Ohio Wesleyan University in 1976, his MBA with a concentration in finance from the University of Connecticut in 1983, and his Chartered Financial Analyst designation in 1986. Contact. (847) 866-9775. WHAT IS A PLEDGED ASSET LINE (PAL)? According to Charles Schwab, a PAL is “an uncommitted, non-purpose securities-based borrowing solution that allows individuals to leverage eligible assets in their investment portfolios as collateral for a secured loan.”. In normal language, a PAL is a line of credit backed by a taxable investment portfolio.NICHOLAS GUIDO
To destroy can be the thoughtless act of a single day.”. Wealth Advisor Nicholas Guido joined Chicago Partners in the fall of 2013 after working for Ameriprise Financial Services. Before joining Ameriprise, Nicholas started his career as a Branch Services Associate in the Ultra High Net Worth sector of UBS Financial Services. PART 2A OF FORM ADV FIRM BROCHURE Chicago Partners Investment Group LLC Page 2 Part 2A of Form ADV: Chicago Partners Investment Group LLC Brochure Item 2. Material Changes This Firm Brochure is our disclosure document prepared according to regulatory requirements OPTIMIZE YOUR WEALTH MANAGEMENT Chicago Partners is a top-rated wealth management firm managing over $2.5 billion dollars in assets for over 850 distinguished clients. RESOURCES | CHICAGO PARTNERS WEALTH ADVISORS Matt Fischer O: 312-284-6367 C: 312-612-9981 Ext. 104. Matt Grennell O: 312-637-2295 C: 708-334-6213Ext. 115
WEALTH MANAGEMENT FIRM Each member of the Chicago Partners team is committed to standing by your side as your guide to the financial industry. Our team comes from a variety of backgrounds and has a wide range of skills to help you achieve your financial goals. THE DIVERSIFIED FUNDS The Diversified Equity Fund (CPDEF) is focused on generating investment return and capital appreciation through focused exposure to different sectors of the global market. The Diversified Income Fund (CPDIF) targets an annual yield of 4.72% with the stated objectives of protecting capital and yielding income. INSTITUTIONAL FACT FINDER Fact Finder for Foundations & Institutions CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Consider using passwords that use a combination of lowercase letters, uppercase letters, numbers, and symbols. As passwords get longer, they become more difficult to guess. A password with more than eight characters is considered a secure password, but the longer the better.MARK F. TOLEDO, CFA
Mark also serves on the Investment Committee of Kenilworth Union Church. Mark earned his BA in mathematics and economics from Ohio Wesleyan University in 1976, his MBA with a concentration in finance from the University of Connecticut in 1983, and his Chartered Financial Analyst designation in 1986. Contact. (847) 866-9775. WHAT IS A PLEDGED ASSET LINE (PAL)? According to Charles Schwab, a PAL is “an uncommitted, non-purpose securities-based borrowing solution that allows individuals to leverage eligible assets in their investment portfolios as collateral for a secured loan.”. In normal language, a PAL is a line of credit backed by a taxable investment portfolio.NICHOLAS GUIDO
To destroy can be the thoughtless act of a single day.”. Wealth Advisor Nicholas Guido joined Chicago Partners in the fall of 2013 after working for Ameriprise Financial Services. Before joining Ameriprise, Nicholas started his career as a Branch Services Associate in the Ultra High Net Worth sector of UBS Financial Services. PART 2A OF FORM ADV FIRM BROCHURE Chicago Partners Investment Group LLC Page 2 Part 2A of Form ADV: Chicago Partners Investment Group LLC Brochure Item 2. Material Changes This Firm Brochure is our disclosure document prepared according to regulatory requirements WEALTH MANAGEMENT COMPANY In 2008, Chicago Partners Wealth Advisors was born. Jim and Anthony, using their knowledge and experience in creating excellent tax-efficient portfolios, started Chicago Partners Wealth Advisors with the mission of serving their clients with distinction. Starting with 100 clients and $300 million dollars under management, thefounders entered
CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Consider using passwords that use a combination of lowercase letters, uppercase letters, numbers, and symbols. As passwords get longer, they become more difficult to guess. A password with more than eight characters is considered a secure password, but the longer the better.DIRECT INDEXING
Direct Indexing is the practice of holding shares or fractional shares in a similar proportion to an index. By directly owning the shares (as opposed to owning shares of an ETF or Mutual Fund), the investor unlocks a range of benefits that gives them both greater customization and reduced expenses associated with third-party fund managers.INVESTMENT FIRMS
Our team works with you to create financial, retirement, estate, education, and charitable giving plans that benefit you, your wealth, and your family. Clients work with their advisors to set up their eMoney Wealth Management System (WMS), a tool that allows investors to view all of their financial assets, accounts, and documents in oneplace.
MARK F. TOLEDO, CFA
Mark also serves on the Investment Committee of Kenilworth Union Church. Mark earned his BA in mathematics and economics from Ohio Wesleyan University in 1976, his MBA with a concentration in finance from the University of Connecticut in 1983, and his Chartered Financial Analyst designation in 1986. Contact. (847) 866-9775. WHAT IS A CONCENTRATED STOCK POSITION (CSP)? One type of risk to an otherwise-diversified investment portfolio is a concentrated stock position (CSP).In brief, a concentrated stock position is any large accumulation of stock in one company relative to the investor’s total wealth. WEALTH MANAGEMENT BLOG December 26 - 2019 Year-End Checklist December 12 - Direct Indexing: Mutual Funds & ETFs without the Fees November 27 - The Benefits of Tax Loss Harvesting November 21 - Make the Most of Your Charitable Giving - Updated November 13 - How the Markets Work and the FAANG Mentality October 17 - The Power of Delayed Gratification: A Recommendation for America's Emerging Workforce WHAT IS DIRECT INDEXING? A key to the strategy of direct indexing is owning the stocks in the same proportions as the underlying fund. With the new advancements in trading technology along with the recent elimination of trade commissions at some of the larger custodians, an investor can invest in fractional shares of a company or ETF instead of being limited to purchase whole number shares. IMPORTANCE OF A DIVERSIFIED PORTFOLIO One of the most important factors that investors take into consideration when building a portfolio is the amount of risk that they wish to take. With a properly diversified portfolio, this risk can be greatly reduced. The market is constantly changing, and IPOS: PROFILES ARE HIGH. WHAT ABOUT RETURNS? See disclosure for additional information IPOs: Profiles Are High. What About Returns? August 6, 2019 Initial public offerings (IPOs) often attract initial public interest—especially when familiar brands become broadly available to investors for the first time. OPTIMIZE YOUR WEALTH MANAGEMENT Chicago Partners is a top-rated wealth management firm managing over $2.5 billion dollars in assets for over 850 distinguished clients. RESOURCES | CHICAGO PARTNERS WEALTH ADVISORS Matt Fischer O: 312-284-6367 C: 312-612-9981 Ext. 104. Matt Grennell O: 312-637-2295 C: 708-334-6213Ext. 115
WEALTH MANAGEMENT FIRM Each member of the Chicago Partners team is committed to standing by your side as your guide to the financial industry. Our team comes from a variety of backgrounds and has a wide range of skills to help you achieve your financial goals. THE DIVERSIFIED FUNDS The Chicago Partners Diversified Equity Fund (CPDEF) uses a blend of strategic equity asset classes to create an asset allocation that targets portfolio growth and capital appreciation while including securities normally off-limits to Big Four professionals due to independence restrictions. ENVIRONMENTAL, SOCIAL, & GOVERNANCE (ESG) INVESTMENT An ESG investment is scored across three criteria: environmental sensitivity, social awareness, and solid corporate governance. An investment will receive a total ESG INSTITUTIONAL FACT FINDER Fact Finder for Foundations & Institutions CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Phishing is the fraudulent practice of sending emails or texts appearing to be from reputable companies (Chase, Apple, etc.) with the intention of getting users to reveal their passwords, account numbers, or credit card numbers. WHAT IS A PLEDGED ASSET LINE (PAL)? The financial industry is full of not-so-obvious tips and tools that can help you use your wealth better. One of these tools is called a Pledged Asset Line (PAL), and using a PAL effectively can help you manage your wealth more effectively.. If you have questions about Pledged Asset Lines or are interested in learning more about Chicago Partners, please contact us today! PART 2A OF FORM ADV FIRM BROCHURE Chicago Partners Investment Group LLC Page 2 Part 2A of Form ADV: Chicago Partners Investment Group LLC Brochure Item 2. Material Changes This Firm Brochure is our disclosure document prepared according to regulatory requirementsNICHOLAS GUIDO
Wealth Advisor Nicholas Guido joined Chicago Partners in the fall of 2013 after working for Ameriprise Financial Services. Before joining Ameriprise, Nicholas started his career as a Branch Services Associate in the Ultra High Net Worth sector of UBS Financial Services. OPTIMIZE YOUR WEALTH MANAGEMENT Chicago Partners is a top-rated wealth management firm managing over $2.5 billion dollars in assets for over 850 distinguished clients. RESOURCES | CHICAGO PARTNERS WEALTH ADVISORS Matt Fischer O: 312-284-6367 C: 312-612-9981 Ext. 104. Matt Grennell O: 312-637-2295 C: 708-334-6213Ext. 115
WEALTH MANAGEMENT FIRM Each member of the Chicago Partners team is committed to standing by your side as your guide to the financial industry. Our team comes from a variety of backgrounds and has a wide range of skills to help you achieve your financial goals. THE DIVERSIFIED FUNDS The Chicago Partners Diversified Equity Fund (CPDEF) uses a blend of strategic equity asset classes to create an asset allocation that targets portfolio growth and capital appreciation while including securities normally off-limits to Big Four professionals due to independence restrictions. ENVIRONMENTAL, SOCIAL, & GOVERNANCE (ESG) INVESTMENT An ESG investment is scored across three criteria: environmental sensitivity, social awareness, and solid corporate governance. An investment will receive a total ESG INSTITUTIONAL FACT FINDER Fact Finder for Foundations & Institutions CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Phishing is the fraudulent practice of sending emails or texts appearing to be from reputable companies (Chase, Apple, etc.) with the intention of getting users to reveal their passwords, account numbers, or credit card numbers. WHAT IS A PLEDGED ASSET LINE (PAL)? The financial industry is full of not-so-obvious tips and tools that can help you use your wealth better. One of these tools is called a Pledged Asset Line (PAL), and using a PAL effectively can help you manage your wealth more effectively.. If you have questions about Pledged Asset Lines or are interested in learning more about Chicago Partners, please contact us today! PART 2A OF FORM ADV FIRM BROCHURE Chicago Partners Investment Group LLC Page 2 Part 2A of Form ADV: Chicago Partners Investment Group LLC Brochure Item 2. Material Changes This Firm Brochure is our disclosure document prepared according to regulatory requirementsNICHOLAS GUIDO
Wealth Advisor Nicholas Guido joined Chicago Partners in the fall of 2013 after working for Ameriprise Financial Services. Before joining Ameriprise, Nicholas started his career as a Branch Services Associate in the Ultra High Net Worth sector of UBS Financial Services. WEALTH MANAGEMENT COMPANY Chicago Partners Wealth Advisors is a Registered Investment Advisor (RIA) managing over $1.8 billion for over 600 distinguished individuals and institutions CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Phishing is the fraudulent practice of sending emails or texts appearing to be from reputable companies (Chase, Apple, etc.) with the intention of getting users to reveal their passwords, account numbers, or credit card numbers.DIRECT INDEXING
Direct Indexing is the practice of holding shares or fractional shares in a similar proportion to an index. By directly owning the shares (as opposed to owning shares of an ETF or Mutual Fund), the investor unlocks a range of benefits that gives them both greater customization and reduced expenses associated with third-party fund managers.INVESTMENT FIRMS
The first step, portfolio audit, creates an in-depth analysis of your portfolio called the Portfolio X-Ray.. The Portfolio X-Ray looks at your portfolio's expense ratios, diversification, asset allocation, and other fees to identify its strengths and weaknesses. WHAT IS A CONCENTRATED STOCK POSITION (CSP)? One type of risk to an otherwise-diversified investment portfolio is a concentrated stock position (CSP).In brief, a concentrated stock position is any large accumulation of stock in one company relative to the investor’s total wealth. CONTACT US | FREE PORTFOLIO REVIEW | CHICAGO PARTNERS Contact us and receive a complementary Portfolio X-Ray. The Portfolio X-Ray examines your portfolio's expense ratios, asset allocation, &diversification.
WHAT IS DIRECT INDEXING? A key to the strategy of direct indexing is owning the stocks in the same proportions as the underlying fund. With the new advancements in trading technology along with the recent elimination of trade commissions at some of the larger custodians, an investor can invest in fractional shares of a company or ETF instead of being limited to purchase whole number shares. WEALTH MANAGEMENT BLOG December 26 - 2019 Year-End Checklist December 12 - Direct Indexing: Mutual Funds & ETFs without the Fees November 27 - The Benefits of Tax Loss Harvesting November 21 - Make the Most of Your Charitable Giving - Updated November 13 - How the Markets Work and the FAANG Mentality October 17 - The Power of Delayed Gratification: A Recommendation for America's Emerging WorkforceMARK F. TOLEDO, CFA
Mark joined Chicago Partners in September 2013 with over 35 years of experience providing investment advice to individual and institutionalinvestors.
IPOS: PROFILES ARE HIGH. WHAT ABOUT RETURNS? See disclosure for additional information IPOs: Profiles Are High. What About Returns? August 6, 2019 Initial public offerings (IPOs) often attract initial public interest—especially when familiar brands become broadly available to investors for the first time. OPTIMIZE YOUR WEALTH MANAGEMENT Chicago Partners is a top-rated wealth management firm managing over $2.5 billion dollars in assets for over 850 distinguished clients. RESOURCES | CHICAGO PARTNERS WEALTH ADVISORS Matt Fischer O: 312-284-6367 C: 312-612-9981 Ext. 104. Matt Grennell O: 312-637-2295 C: 708-334-6213Ext. 115
WEALTH MANAGEMENT COMPANY In 2008, Chicago Partners Wealth Advisors was born. Jim and Anthony, using their knowledge and experience in creating excellent tax-efficient portfolios, started Chicago Partners Wealth Advisors with the mission of serving their clients with distinction. Starting with 100 clients and $300 million dollars under management, thefounders entered
THE DIVERSIFIED FUNDS The Diversified Equity Fund (CPDEF) is focused on generating investment return and capital appreciation through focused exposure to different sectors of the global market. The Diversified Income Fund (CPDIF) targets an annual yield of 4.72% with the stated objectives of protecting capital and yielding income. ENVIRONMENTAL, SOCIAL, & GOVERNANCE (ESG) INVESTMENT Environmental, social, and corporate governance (ESG) investment strategies are built to align an investor's portfolio strategy with their personal values. While ESG is generally focused on the well-being of society at large, investment strategies following an ESG blueprint consider both financial returns and societal well-being.MATT FISCHER
He is especially fond of mountains, sounds, & fiords. Other passions include sports, golf, hockey, & Notre Dame football. Matt and his wife Neely, along with their dog Nora, just welcomed the newest member of their family, Ryan Neil, in August 2020. Contact. (312) 284-6367. PROSPECT INTAKE FORM Prospect Intake Form. Congratulations on a new prospect! You can enter their information here to add them to the system. Once you input the data here, all the information will be available in RedTail under theOpportunities tab.
A ROADMAP FOR FINANCIAL SUCCESS AT PWC A Roadmap for Financial Success at PwC We use a ˜ve-step process to optimize the management of your wealth both inside and outside PwC.Portfolio
WHAT IS A PLEDGED ASSET LINE (PAL)? According to Charles Schwab, a PAL is “an uncommitted, non-purpose securities-based borrowing solution that allows individuals to leverage eligible assets in their investment portfolios as collateral for a secured loan.”. In normal language, a PAL is a line of credit backed by a taxable investment portfolio. PART 2A OF FORM ADV FIRM BROCHURE Chicago Partners Investment Group LLC Page 2 Part 2A of Form ADV: Chicago Partners Investment Group LLC Brochure Item 2. Material Changes This Firm Brochure is our disclosure document prepared according to regulatory requirements OPTIMIZE YOUR WEALTH MANAGEMENT Chicago Partners is a top-rated wealth management firm managing over $2.5 billion dollars in assets for over 850 distinguished clients. RESOURCES | CHICAGO PARTNERS WEALTH ADVISORS Matt Fischer O: 312-284-6367 C: 312-612-9981 Ext. 104. Matt Grennell O: 312-637-2295 C: 708-334-6213Ext. 115
WEALTH MANAGEMENT COMPANY In 2008, Chicago Partners Wealth Advisors was born. Jim and Anthony, using their knowledge and experience in creating excellent tax-efficient portfolios, started Chicago Partners Wealth Advisors with the mission of serving their clients with distinction. Starting with 100 clients and $300 million dollars under management, thefounders entered
THE DIVERSIFIED FUNDS The Diversified Equity Fund (CPDEF) is focused on generating investment return and capital appreciation through focused exposure to different sectors of the global market. The Diversified Income Fund (CPDIF) targets an annual yield of 4.72% with the stated objectives of protecting capital and yielding income. ENVIRONMENTAL, SOCIAL, & GOVERNANCE (ESG) INVESTMENT Environmental, social, and corporate governance (ESG) investment strategies are built to align an investor's portfolio strategy with their personal values. While ESG is generally focused on the well-being of society at large, investment strategies following an ESG blueprint consider both financial returns and societal well-being.MATT FISCHER
He is especially fond of mountains, sounds, & fiords. Other passions include sports, golf, hockey, & Notre Dame football. Matt and his wife Neely, along with their dog Nora, just welcomed the newest member of their family, Ryan Neil, in August 2020. Contact. (312) 284-6367. PROSPECT INTAKE FORM Prospect Intake Form. Congratulations on a new prospect! You can enter their information here to add them to the system. Once you input the data here, all the information will be available in RedTail under theOpportunities tab.
A ROADMAP FOR FINANCIAL SUCCESS AT PWC A Roadmap for Financial Success at PwC We use a ˜ve-step process to optimize the management of your wealth both inside and outside PwC.Portfolio
WHAT IS A PLEDGED ASSET LINE (PAL)? According to Charles Schwab, a PAL is “an uncommitted, non-purpose securities-based borrowing solution that allows individuals to leverage eligible assets in their investment portfolios as collateral for a secured loan.”. In normal language, a PAL is a line of credit backed by a taxable investment portfolio. PART 2A OF FORM ADV FIRM BROCHURE Chicago Partners Investment Group LLC Page 2 Part 2A of Form ADV: Chicago Partners Investment Group LLC Brochure Item 2. Material Changes This Firm Brochure is our disclosure document prepared according to regulatory requirements CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Consider using passwords that use a combination of lowercase letters, uppercase letters, numbers, and symbols. As passwords get longer, they become more difficult to guess. A password with more than eight characters is considered a secure password, but the longer the better. CONTACT US | FREE PORTFOLIO REVIEW | CHICAGO PARTNERS Contact us and receive a complementary Portfolio X-Ray. The Portfolio X-Ray examines your portfolio's expense ratios, asset allocation, &diversification.
DIRECT INDEXING
Direct Indexing is the practice of holding shares or fractional shares in a similar proportion to an index. By directly owning the shares (as opposed to owning shares of an ETF or Mutual Fund), the investor unlocks a range of benefits that gives them both greater customization and reduced expenses associated with third-party fund managers. WHAT IS A CONCENTRATED STOCK POSITION (CSP)? One type of risk to an otherwise-diversified investment portfolio is a concentrated stock position (CSP).In brief, a concentrated stock position is any large accumulation of stock in one company relative to the investor’s total wealth. INSTITUTIONAL FACT FINDER Fact Finder for Foundations & Institutions A ROADMAP FOR FINANCIAL SUCCESS AT PWC A Roadmap for Financial Success at PwC We use a ˜ve-step process to optimize the management of your wealth both inside and outside PwC.Portfolio
MARK F. TOLEDO, CFA
Mark also serves on the Investment Committee of Kenilworth Union Church. Mark earned his BA in mathematics and economics from Ohio Wesleyan University in 1976, his MBA with a concentration in finance from the University of Connecticut in 1983, and his Chartered Financial Analyst designation in 1986. Contact. (847) 866-9775.JIM HAGEDORN, CFA
Jim Hagedorn, Founder and Managing Partner of Chicago Partners Wealth Advisors, is an experienced investment professional with over 30 years' experience in the financial industry. THE CONTINUOUS REVIEW PROCESS FOR PWC PARTNERS Title: The Continuous Review Process for PwC Partners Created Date: 1/10/2020 12:50:58 PM IPOS: PROFILES ARE HIGH. WHAT ABOUT RETURNS? See disclosure for additional information IPOs: Profiles Are High. What About Returns? August 6, 2019 Initial public offerings (IPOs) often attract initial public interest—especially when familiar brands become broadly available to investors for the first time. OPTIMIZE YOUR WEALTH MANAGEMENT Chicago Partners is a top-rated wealth management firm managing over $2.5 billion dollars in assets for over 850 distinguished clients. RESOURCES | CHICAGO PARTNERS WEALTH ADVISORS Matt Fischer O: 312-284-6367 C: 312-612-9981 Ext. 104. Matt Grennell O: 312-637-2295 C: 708-334-6213Ext. 115
WEALTH MANAGEMENT COMPANY In 2008, Chicago Partners Wealth Advisors was born. Jim and Anthony, using their knowledge and experience in creating excellent tax-efficient portfolios, started Chicago Partners Wealth Advisors with the mission of serving their clients with distinction. Starting with 100 clients and $300 million dollars under management, thefounders entered
ENVIRONMENTAL, SOCIAL, & GOVERNANCE (ESG) INVESTMENT Environmental, social, and corporate governance (ESG) investment strategies are built to align an investor's portfolio strategy with their personal values. While ESG is generally focused on the well-being of society at large, investment strategies following an ESG blueprint consider both financial returns and societal well-being. PROSPECT INTAKE FORM Prospect Intake Form. Congratulations on a new prospect! You can enter their information here to add them to the system. Once you input the data here, all the information will be available in RedTail under theOpportunities tab.
MARK F. TOLEDO, CFA
Mark also serves on the Investment Committee of Kenilworth Union Church. Mark earned his BA in mathematics and economics from Ohio Wesleyan University in 1976, his MBA with a concentration in finance from the University of Connecticut in 1983, and his Chartered Financial Analyst designation in 1986. Contact. (847) 866-9775. CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Consider using passwords that use a combination of lowercase letters, uppercase letters, numbers, and symbols. As passwords get longer, they become more difficult to guess. A password with more than eight characters is considered a secure password, but the longer the better. WHAT IS A PLEDGED ASSET LINE (PAL)? According to Charles Schwab, a PAL is “an uncommitted, non-purpose securities-based borrowing solution that allows individuals to leverage eligible assets in their investment portfolios as collateral for a secured loan.”. In normal language, a PAL is a line of credit backed by a taxable investment portfolio. PART 2A OF FORM ADV FIRM BROCHURE Chicago Partners Investment Group LLC Page 2 Part 2A of Form ADV: Chicago Partners Investment Group LLC Brochure Item 2. Material Changes This Firm Brochure is our disclosure document prepared according to regulatory requirements IPOS: PROFILES ARE HIGH. WHAT ABOUT RETURNS? See disclosure for additional information IPOs: Profiles Are High. What About Returns? August 6, 2019 Initial public offerings (IPOs) often attract initial public interest—especially when familiar brands become broadly available to investors for the first time. OPTIMIZE YOUR WEALTH MANAGEMENT Chicago Partners is a top-rated wealth management firm managing over $2.5 billion dollars in assets for over 850 distinguished clients. RESOURCES | CHICAGO PARTNERS WEALTH ADVISORS Matt Fischer O: 312-284-6367 C: 312-612-9981 Ext. 104. Matt Grennell O: 312-637-2295 C: 708-334-6213Ext. 115
WEALTH MANAGEMENT COMPANY In 2008, Chicago Partners Wealth Advisors was born. Jim and Anthony, using their knowledge and experience in creating excellent tax-efficient portfolios, started Chicago Partners Wealth Advisors with the mission of serving their clients with distinction. Starting with 100 clients and $300 million dollars under management, thefounders entered
ENVIRONMENTAL, SOCIAL, & GOVERNANCE (ESG) INVESTMENT Environmental, social, and corporate governance (ESG) investment strategies are built to align an investor's portfolio strategy with their personal values. While ESG is generally focused on the well-being of society at large, investment strategies following an ESG blueprint consider both financial returns and societal well-being. PROSPECT INTAKE FORM Prospect Intake Form. Congratulations on a new prospect! You can enter their information here to add them to the system. Once you input the data here, all the information will be available in RedTail under theOpportunities tab.
MARK F. TOLEDO, CFA
Mark also serves on the Investment Committee of Kenilworth Union Church. Mark earned his BA in mathematics and economics from Ohio Wesleyan University in 1976, his MBA with a concentration in finance from the University of Connecticut in 1983, and his Chartered Financial Analyst designation in 1986. Contact. (847) 866-9775. CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Consider using passwords that use a combination of lowercase letters, uppercase letters, numbers, and symbols. As passwords get longer, they become more difficult to guess. A password with more than eight characters is considered a secure password, but the longer the better. WHAT IS A PLEDGED ASSET LINE (PAL)? According to Charles Schwab, a PAL is “an uncommitted, non-purpose securities-based borrowing solution that allows individuals to leverage eligible assets in their investment portfolios as collateral for a secured loan.”. In normal language, a PAL is a line of credit backed by a taxable investment portfolio. PART 2A OF FORM ADV FIRM BROCHURE Chicago Partners Investment Group LLC Page 2 Part 2A of Form ADV: Chicago Partners Investment Group LLC Brochure Item 2. Material Changes This Firm Brochure is our disclosure document prepared according to regulatory requirements IPOS: PROFILES ARE HIGH. WHAT ABOUT RETURNS? See disclosure for additional information IPOs: Profiles Are High. What About Returns? August 6, 2019 Initial public offerings (IPOs) often attract initial public interest—especially when familiar brands become broadly available to investors for the first time. CONTACT US | FREE PORTFOLIO REVIEW | CHICAGO PARTNERS Contact us and receive a complementary Portfolio X-Ray. The Portfolio X-Ray examines your portfolio's expense ratios, asset allocation, &diversification.
WHAT IS A CONCENTRATED STOCK POSITION (CSP)? One type of risk to an otherwise-diversified investment portfolio is a concentrated stock position (CSP).In brief, a concentrated stock position is any large accumulation of stock in one company relative to the investor’s total wealth.DIRECT INDEXING
Direct Indexing is the practice of holding shares or fractional shares in a similar proportion to an index. By directly owning the shares (as opposed to owning shares of an ETF or Mutual Fund), the investor unlocks a range of benefits that gives them both greater customization and reduced expenses associated with third-party fund managers. INSTITUTIONAL FACT FINDER Fact Finder for Foundations & Institutions CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Consider using passwords that use a combination of lowercase letters, uppercase letters, numbers, and symbols. As passwords get longer, they become more difficult to guess. A password with more than eight characters is considered a secure password, but the longer the better.INVESTMENT FIRMS
Our team works with you to create financial, retirement, estate, education, and charitable giving plans that benefit you, your wealth, and your family. Clients work with their advisors to set up their eMoney Wealth Management System (WMS), a tool that allows investors to view all of their financial assets, accounts, and documents in oneplace.
MARK F. TOLEDO, CFA
Mark also serves on the Investment Committee of Kenilworth Union Church. Mark earned his BA in mathematics and economics from Ohio Wesleyan University in 1976, his MBA with a concentration in finance from the University of Connecticut in 1983, and his Chartered Financial Analyst designation in 1986. Contact. (847) 866-9775.TAX PACKAGE SUPPORT
To download your 1099's or 1099R's, you can use the dropdowns to the right. Click on your custodian's dropdown and follow the instructionslisted.
FRANK AIELLO
Prior to that, Frank worked at his father’s restaurant in Chicago and played semi-professional baseball for the Fort Lauderdale Phillies. Frank Aiello. Managing Director. Contact. (847) 846-1186. frank@chicagopartnersllc.com. Background. B.S. Northeastern IllinoisUniversity.
OUR VALUE-ADDED APPROACH Our Value-Added Approach We use a ˜ve-step process to optimize the management of your wealth. Portfolio Audit Investment Management Tax Planning & Preparation OPTIMIZE YOUR WEALTH MANAGEMENT Chicago Partners is a top-rated wealth management firm managing over $2.5 billion dollars in assets for over 850 distinguished clients. RESOURCES | CHICAGO PARTNERS WEALTH ADVISORS Matt Fischer O: 312-284-6367 C: 312-612-9981 Ext. 104. Matt Grennell O: 312-637-2295 C: 708-334-6213Ext. 115
WEALTH MANAGEMENT FIRM Each member of the Chicago Partners team is committed to standing by your side as your guide to the financial industry. Our team comes from a variety of backgrounds and has a wide range of skills to help you achieve your financial goals. INSTITUTIONAL FACT FINDER Fact Finder for Foundations & Institutions ENVIRONMENTAL, SOCIAL, & GOVERNANCE (ESG) INVESTMENT Environmental, social, and corporate governance (ESG) investment strategies are built to align an investor's portfolio strategy with their personal values. While ESG is generally focused on the well-being of society at large, investment strategies following an ESG blueprint consider both financial returns and societal well-being. CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Consider using passwords that use a combination of lowercase letters, uppercase letters, numbers, and symbols. As passwords get longer, they become more difficult to guess. A password with more than eight characters is considered a secure password, but the longer the better.MARK F. TOLEDO, CFA
Mark also serves on the Investment Committee of Kenilworth Union Church. Mark earned his BA in mathematics and economics from Ohio Wesleyan University in 1976, his MBA with a concentration in finance from the University of Connecticut in 1983, and his Chartered Financial Analyst designation in 1986. Contact. (847) 866-9775. WHAT IS A PLEDGED ASSET LINE (PAL)? According to Charles Schwab, a PAL is “an uncommitted, non-purpose securities-based borrowing solution that allows individuals to leverage eligible assets in their investment portfolios as collateral for a secured loan.”. In normal language, a PAL is a line of credit backed by a taxable investment portfolio.NICHOLAS GUIDO
To destroy can be the thoughtless act of a single day.”. Wealth Advisor Nicholas Guido joined Chicago Partners in the fall of 2013 after working for Ameriprise Financial Services. Before joining Ameriprise, Nicholas started his career as a Branch Services Associate in the Ultra High Net Worth sector of UBS Financial Services. PART 2A OF FORM ADV FIRM BROCHURE Chicago Partners Investment Group LLC Page 2 Part 2A of Form ADV: Chicago Partners Investment Group LLC Brochure Item 2. Material Changes This Firm Brochure is our disclosure document prepared according to regulatory requirements OPTIMIZE YOUR WEALTH MANAGEMENT Chicago Partners is a top-rated wealth management firm managing over $2.5 billion dollars in assets for over 850 distinguished clients. RESOURCES | CHICAGO PARTNERS WEALTH ADVISORS Matt Fischer O: 312-284-6367 C: 312-612-9981 Ext. 104. Matt Grennell O: 312-637-2295 C: 708-334-6213Ext. 115
WEALTH MANAGEMENT FIRM Each member of the Chicago Partners team is committed to standing by your side as your guide to the financial industry. Our team comes from a variety of backgrounds and has a wide range of skills to help you achieve your financial goals. INSTITUTIONAL FACT FINDER Fact Finder for Foundations & Institutions ENVIRONMENTAL, SOCIAL, & GOVERNANCE (ESG) INVESTMENT Environmental, social, and corporate governance (ESG) investment strategies are built to align an investor's portfolio strategy with their personal values. While ESG is generally focused on the well-being of society at large, investment strategies following an ESG blueprint consider both financial returns and societal well-being. CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Consider using passwords that use a combination of lowercase letters, uppercase letters, numbers, and symbols. As passwords get longer, they become more difficult to guess. A password with more than eight characters is considered a secure password, but the longer the better.MARK F. TOLEDO, CFA
Mark also serves on the Investment Committee of Kenilworth Union Church. Mark earned his BA in mathematics and economics from Ohio Wesleyan University in 1976, his MBA with a concentration in finance from the University of Connecticut in 1983, and his Chartered Financial Analyst designation in 1986. Contact. (847) 866-9775. WHAT IS A PLEDGED ASSET LINE (PAL)? According to Charles Schwab, a PAL is “an uncommitted, non-purpose securities-based borrowing solution that allows individuals to leverage eligible assets in their investment portfolios as collateral for a secured loan.”. In normal language, a PAL is a line of credit backed by a taxable investment portfolio.NICHOLAS GUIDO
To destroy can be the thoughtless act of a single day.”. Wealth Advisor Nicholas Guido joined Chicago Partners in the fall of 2013 after working for Ameriprise Financial Services. Before joining Ameriprise, Nicholas started his career as a Branch Services Associate in the Ultra High Net Worth sector of UBS Financial Services. PART 2A OF FORM ADV FIRM BROCHURE Chicago Partners Investment Group LLC Page 2 Part 2A of Form ADV: Chicago Partners Investment Group LLC Brochure Item 2. Material Changes This Firm Brochure is our disclosure document prepared according to regulatory requirements WEALTH MANAGEMENT COMPANY In 2008, Chicago Partners Wealth Advisors was born. Jim and Anthony, using their knowledge and experience in creating excellent tax-efficient portfolios, started Chicago Partners Wealth Advisors with the mission of serving their clients with distinction. Starting with 100 clients and $300 million dollars under management, thefounders entered
THE DIVERSIFIED FUNDS The Diversified Equity Fund (CPDEF) is focused on generating investment return and capital appreciation through focused exposure to different sectors of the global market. The Diversified Income Fund (CPDIF) targets an annual yield of 4.72% with the stated objectives of protecting capital and yielding income.DIRECT INDEXING
Direct Indexing is the practice of holding shares or fractional shares in a similar proportion to an index. By directly owning the shares (as opposed to owning shares of an ETF or Mutual Fund), the investor unlocks a range of benefits that gives them both greater customization and reduced expenses associated with third-party fund managers.RICHARD L. EVANS
Richard's Bio. Richard L. Evans, Partner, is founder and principal of Richard L. Evans Investment Management. in 2020, Richard joined Chicago partners Wealth Advisors. Richard is a manager of individual investment and retirement portfolios with an extensive background ofINVESTMENT FIRMS
Our team works with you to create financial, retirement, estate, education, and charitable giving plans that benefit you, your wealth, and your family. Clients work with their advisors to set up their eMoney Wealth Management System (WMS), a tool that allows investors to view all of their financial assets, accounts, and documents in oneplace.
WEALTH MANAGEMENT BLOG December 26 - 2019 Year-End Checklist December 12 - Direct Indexing: Mutual Funds & ETFs without the Fees November 27 - The Benefits of Tax Loss Harvesting November 21 - Make the Most of Your Charitable Giving - Updated November 13 - How the Markets Work and the FAANG Mentality October 17 - The Power of Delayed Gratification: A Recommendation for America's Emerging Workforce FAQ'S | CHICAGO PARTNERS WEALTH ADVISORS Chicago Partners currently has over 650 clients in 40 states. In total, Chicago Partners manages over $2 billion in assets. Where is Chicago Partners located? Chicago Partners is located right in the heart of downtown Chicago. Our address is One North Wacker Drive Suite4110.
PROSPECT INTAKE FORM Prospect Intake Form. Congratulations on a new prospect! You can enter their information here to add them to the system. Once you input the data here, all the information will be available in RedTail under theOpportunities tab.
IMPORTANCE OF A DIVERSIFIED PORTFOLIO One of the most important factors that investors take into consideration when building a portfolio is the amount of risk that they wish to take. With a properly diversified portfolio, this risk can be greatly reduced. The market is constantly changing, and IPOS: PROFILES ARE HIGH. WHAT ABOUT RETURNS? See disclosure for additional information IPOs: Profiles Are High. What About Returns? August 6, 2019 Initial public offerings (IPOs) often attract initial public interest—especially when familiar brands become broadly available to investors for the first time. OPTIMIZE YOUR WEALTH MANAGEMENT Chicago Partners is a top-rated wealth management firm managing over $2.5 billion dollars in assets for over 850 distinguished clients. RESOURCES | CHICAGO PARTNERS WEALTH ADVISORS Matt Fischer O: 312-284-6367 C: 312-612-9981 Ext. 104. Matt Grennell O: 312-637-2295 C: 708-334-6213Ext. 115
WEALTH MANAGEMENT COMPANY In 2008, Chicago Partners Wealth Advisors was born. Jim and Anthony, using their knowledge and experience in creating excellent tax-efficient portfolios, started Chicago Partners Wealth Advisors with the mission of serving their clients with distinction. Starting with 100 clients and $300 million dollars under management, thefounders entered
WEALTH MANAGEMENT FIRM Each member of the Chicago Partners team is committed to standing by your side as your guide to the financial industry. Our team comes from a variety of backgrounds and has a wide range of skills to help you achieve your financial goals.DIRECT INDEXING
Direct Indexing is the practice of holding shares or fractional shares in a similar proportion to an index. By directly owning the shares (as opposed to owning shares of an ETF or Mutual Fund), the investor unlocks a range of benefits that gives them both greater customization and reduced expenses associated with third-party fund managers. INSTITUTIONAL FACT FINDER Fact Finder for Foundations & InstitutionsMARK F. TOLEDO, CFA
Mark also serves on the Investment Committee of Kenilworth Union Church. Mark earned his BA in mathematics and economics from Ohio Wesleyan University in 1976, his MBA with a concentration in finance from the University of Connecticut in 1983, and his Chartered Financial Analyst designation in 1986. Contact. (847) 866-9775. CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Consider using passwords that use a combination of lowercase letters, uppercase letters, numbers, and symbols. As passwords get longer, they become more difficult to guess. A password with more than eight characters is considered a secure password, but the longer the better. WHAT IS A PLEDGED ASSET LINE (PAL)? According to Charles Schwab, a PAL is “an uncommitted, non-purpose securities-based borrowing solution that allows individuals to leverage eligible assets in their investment portfolios as collateral for a secured loan.”. In normal language, a PAL is a line of credit backed by a taxable investment portfolio. PART 2A OF FORM ADV FIRM BROCHURE Chicago Partners Investment Group LLC Page 2 Part 2A of Form ADV: Chicago Partners Investment Group LLC Brochure Item 2. Material Changes This Firm Brochure is our disclosure document prepared according to regulatory requirements OPTIMIZE YOUR WEALTH MANAGEMENT Chicago Partners is a top-rated wealth management firm managing over $2.5 billion dollars in assets for over 850 distinguished clients. RESOURCES | CHICAGO PARTNERS WEALTH ADVISORS Matt Fischer O: 312-284-6367 C: 312-612-9981 Ext. 104. Matt Grennell O: 312-637-2295 C: 708-334-6213Ext. 115
WEALTH MANAGEMENT COMPANY In 2008, Chicago Partners Wealth Advisors was born. Jim and Anthony, using their knowledge and experience in creating excellent tax-efficient portfolios, started Chicago Partners Wealth Advisors with the mission of serving their clients with distinction. Starting with 100 clients and $300 million dollars under management, thefounders entered
WEALTH MANAGEMENT FIRM Each member of the Chicago Partners team is committed to standing by your side as your guide to the financial industry. Our team comes from a variety of backgrounds and has a wide range of skills to help you achieve your financial goals.DIRECT INDEXING
Direct Indexing is the practice of holding shares or fractional shares in a similar proportion to an index. By directly owning the shares (as opposed to owning shares of an ETF or Mutual Fund), the investor unlocks a range of benefits that gives them both greater customization and reduced expenses associated with third-party fund managers. INSTITUTIONAL FACT FINDER Fact Finder for Foundations & InstitutionsMARK F. TOLEDO, CFA
Mark also serves on the Investment Committee of Kenilworth Union Church. Mark earned his BA in mathematics and economics from Ohio Wesleyan University in 1976, his MBA with a concentration in finance from the University of Connecticut in 1983, and his Chartered Financial Analyst designation in 1986. Contact. (847) 866-9775. CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Consider using passwords that use a combination of lowercase letters, uppercase letters, numbers, and symbols. As passwords get longer, they become more difficult to guess. A password with more than eight characters is considered a secure password, but the longer the better. WHAT IS A PLEDGED ASSET LINE (PAL)? According to Charles Schwab, a PAL is “an uncommitted, non-purpose securities-based borrowing solution that allows individuals to leverage eligible assets in their investment portfolios as collateral for a secured loan.”. In normal language, a PAL is a line of credit backed by a taxable investment portfolio. PART 2A OF FORM ADV FIRM BROCHURE Chicago Partners Investment Group LLC Page 2 Part 2A of Form ADV: Chicago Partners Investment Group LLC Brochure Item 2. Material Changes This Firm Brochure is our disclosure document prepared according to regulatory requirements CONTACT US | CHICAGO PARTNERS WEALTH ADVISORS Stay on top of the latest investment insights, financial planning strategies, and wealth management best practices with the Chicago Partners Monthly Newsletter! THE DIVERSIFIED FUNDS The Diversified Equity Fund (CPDEF) is focused on generating investment return and capital appreciation through focused exposure to different sectors of the global market. The Diversified Income Fund (CPDIF) targets an annual yield of 4.72% with the stated objectives of protecting capital and yielding income. CONTACT US | FREE PORTFOLIO REVIEW | CHICAGO PARTNERS Contact us and receive a complementary Portfolio X-Ray. The Portfolio X-Ray examines your portfolio's expense ratios, asset allocation, &diversification.
CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Consider using passwords that use a combination of lowercase letters, uppercase letters, numbers, and symbols. As passwords get longer, they become more difficult to guess. A password with more than eight characters is considered a secure password, but the longer the better. FAQ'S | CHICAGO PARTNERS WEALTH ADVISORS Chicago Partners currently has over 650 clients in 40 states. In total, Chicago Partners manages over $2 billion in assets. Where is Chicago Partners located? Chicago Partners is located right in the heart of downtown Chicago. Our address is One North Wacker Drive Suite4110.
INVESTMENT FIRMS
Our team works with you to create financial, retirement, estate, education, and charitable giving plans that benefit you, your wealth, and your family. Clients work with their advisors to set up their eMoney Wealth Management System (WMS), a tool that allows investors to view all of their financial assets, accounts, and documents in oneplace.
TAX PACKAGE SUPPORT
To download your 1099's or 1099R's, you can use the dropdowns to the right. Click on your custodian's dropdown and follow the instructionslisted.
IMPORTANCE OF A DIVERSIFIED PORTFOLIO One of the most important factors that investors take into consideration when building a portfolio is the amount of risk that they wish to take. With a properly diversified portfolio, this risk can be greatly reduced. The market is constantly changing, and WHAT IS DIRECT INDEXING? A key to the strategy of direct indexing is owning the stocks in the same proportions as the underlying fund. With the new advancements in trading technology along with the recent elimination of trade commissions at some of the larger custodians, an investor can invest in fractional shares of a company or ETF instead of being limited to purchase whole number shares. IPOS: PROFILES ARE HIGH. WHAT ABOUT RETURNS? See disclosure for additional information IPOs: Profiles Are High. What About Returns? August 6, 2019 Initial public offerings (IPOs) often attract initial public interest—especially when familiar brands become broadly available to investors for the first time. OPTIMIZE YOUR WEALTH MANAGEMENT Chicago Partners is a top-rated wealth management firm managing over $2.5 billion dollars in assets for over 850 distinguished clients. RESOURCES | CHICAGO PARTNERS WEALTH ADVISORS Matt Fischer O: 312-284-6367 C: 312-612-9981 Ext. 104. Matt Grennell O: 312-637-2295 C: 708-334-6213Ext. 115
WEALTH MANAGEMENT COMPANY In 2008, Chicago Partners Wealth Advisors was born. Jim and Anthony, using their knowledge and experience in creating excellent tax-efficient portfolios, started Chicago Partners Wealth Advisors with the mission of serving their clients with distinction. Starting with 100 clients and $300 million dollars under management, thefounders entered
WEALTH MANAGEMENT FIRM Each member of the Chicago Partners team is committed to standing by your side as your guide to the financial industry. Our team comes from a variety of backgrounds and has a wide range of skills to help you achieve your financial goals.DIRECT INDEXING
Direct Indexing is the practice of holding shares or fractional shares in a similar proportion to an index. By directly owning the shares (as opposed to owning shares of an ETF or Mutual Fund), the investor unlocks a range of benefits that gives them both greater customization and reduced expenses associated with third-party fund managers. INSTITUTIONAL FACT FINDER Fact Finder for Foundations & InstitutionsMARK F. TOLEDO, CFA
Mark also serves on the Investment Committee of Kenilworth Union Church. Mark earned his BA in mathematics and economics from Ohio Wesleyan University in 1976, his MBA with a concentration in finance from the University of Connecticut in 1983, and his Chartered Financial Analyst designation in 1986. Contact. (847) 866-9775. CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Consider using passwords that use a combination of lowercase letters, uppercase letters, numbers, and symbols. As passwords get longer, they become more difficult to guess. A password with more than eight characters is considered a secure password, but the longer the better. WHAT IS A PLEDGED ASSET LINE (PAL)? According to Charles Schwab, a PAL is “an uncommitted, non-purpose securities-based borrowing solution that allows individuals to leverage eligible assets in their investment portfolios as collateral for a secured loan.”. In normal language, a PAL is a line of credit backed by a taxable investment portfolio. PART 2A OF FORM ADV FIRM BROCHURE Chicago Partners Investment Group LLC Page 2 Part 2A of Form ADV: Chicago Partners Investment Group LLC Brochure Item 2. Material Changes This Firm Brochure is our disclosure document prepared according to regulatory requirements OPTIMIZE YOUR WEALTH MANAGEMENT Chicago Partners is a top-rated wealth management firm managing over $2.5 billion dollars in assets for over 850 distinguished clients. RESOURCES | CHICAGO PARTNERS WEALTH ADVISORS Matt Fischer O: 312-284-6367 C: 312-612-9981 Ext. 104. Matt Grennell O: 312-637-2295 C: 708-334-6213Ext. 115
WEALTH MANAGEMENT COMPANY In 2008, Chicago Partners Wealth Advisors was born. Jim and Anthony, using their knowledge and experience in creating excellent tax-efficient portfolios, started Chicago Partners Wealth Advisors with the mission of serving their clients with distinction. Starting with 100 clients and $300 million dollars under management, thefounders entered
WEALTH MANAGEMENT FIRM Each member of the Chicago Partners team is committed to standing by your side as your guide to the financial industry. Our team comes from a variety of backgrounds and has a wide range of skills to help you achieve your financial goals.DIRECT INDEXING
Direct Indexing is the practice of holding shares or fractional shares in a similar proportion to an index. By directly owning the shares (as opposed to owning shares of an ETF or Mutual Fund), the investor unlocks a range of benefits that gives them both greater customization and reduced expenses associated with third-party fund managers. INSTITUTIONAL FACT FINDER Fact Finder for Foundations & InstitutionsMARK F. TOLEDO, CFA
Mark also serves on the Investment Committee of Kenilworth Union Church. Mark earned his BA in mathematics and economics from Ohio Wesleyan University in 1976, his MBA with a concentration in finance from the University of Connecticut in 1983, and his Chartered Financial Analyst designation in 1986. Contact. (847) 866-9775. CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Consider using passwords that use a combination of lowercase letters, uppercase letters, numbers, and symbols. As passwords get longer, they become more difficult to guess. A password with more than eight characters is considered a secure password, but the longer the better. WHAT IS A PLEDGED ASSET LINE (PAL)? According to Charles Schwab, a PAL is “an uncommitted, non-purpose securities-based borrowing solution that allows individuals to leverage eligible assets in their investment portfolios as collateral for a secured loan.”. In normal language, a PAL is a line of credit backed by a taxable investment portfolio. PART 2A OF FORM ADV FIRM BROCHURE Chicago Partners Investment Group LLC Page 2 Part 2A of Form ADV: Chicago Partners Investment Group LLC Brochure Item 2. Material Changes This Firm Brochure is our disclosure document prepared according to regulatory requirements CONTACT US | CHICAGO PARTNERS WEALTH ADVISORS Stay on top of the latest investment insights, financial planning strategies, and wealth management best practices with the Chicago Partners Monthly Newsletter! THE DIVERSIFIED FUNDS The Diversified Equity Fund (CPDEF) is focused on generating investment return and capital appreciation through focused exposure to different sectors of the global market. The Diversified Income Fund (CPDIF) targets an annual yield of 4.72% with the stated objectives of protecting capital and yielding income. CONTACT US | FREE PORTFOLIO REVIEW | CHICAGO PARTNERS Contact us and receive a complementary Portfolio X-Ray. The Portfolio X-Ray examines your portfolio's expense ratios, asset allocation, &diversification.
CYBERSECURITY BEST PRACTICES FOR 2021: HOW TO KEEP YOUR Consider using passwords that use a combination of lowercase letters, uppercase letters, numbers, and symbols. As passwords get longer, they become more difficult to guess. A password with more than eight characters is considered a secure password, but the longer the better. FAQ'S | CHICAGO PARTNERS WEALTH ADVISORS Chicago Partners currently has over 650 clients in 40 states. In total, Chicago Partners manages over $2 billion in assets. Where is Chicago Partners located? Chicago Partners is located right in the heart of downtown Chicago. Our address is One North Wacker Drive Suite4110.
JIM HAGEDORN, CFA
Jim Hagedorn, Founder and Managing Partner of Chicago Partners Wealth Advisors, is an experienced investment professional with over 30 years' experience in the financial industry.TAX PACKAGE SUPPORT
To download your 1099's or 1099R's, you can use the dropdowns to the right. Click on your custodian's dropdown and follow the instructionslisted.
IMPORTANCE OF A DIVERSIFIED PORTFOLIO One of the most important factors that investors take into consideration when building a portfolio is the amount of risk that they wish to take. With a properly diversified portfolio, this risk can be greatly reduced. The market is constantly changing, and IPOS: PROFILES ARE HIGH. WHAT ABOUT RETURNS? See disclosure for additional information IPOs: Profiles Are High. What About Returns? August 6, 2019 Initial public offerings (IPOs) often attract initial public interest—especially when familiar brands become broadly available to investors for the first time. WHAT IS DIRECT INDEXING? A key to the strategy of direct indexing is owning the stocks in the same proportions as the underlying fund. With the new advancements in trading technology along with the recent elimination of trade commissions at some of the larger custodians, an investor can invest in fractional shares of a company or ETF instead of being limited to purchase whole number shares.Search Submit Clear
__
Client Portal Login
__
WMS Login
__
Contact
__
__
__
Client Portal Login
__
WMS Login
__
Contact
__
__
*
The Wealth Optimization Process __*
Who We Serve __
*
About __
*
About Chicago Partners __*
Meet the Team __
*
FAQ’s __
*
Wealth Blog __
*
Wealth Videos __
OPTIMIZE YOUR WEALTH MANAGEMENT WE OPTIMIZE YOUR MOST IMPORTANT BUSINESS - THE MANAGEMENT OF YOUR WEALTH - FREEING UP YOUR TIME, SO YOU CAN FOCUS ON WHAT MATTERS MOSTTO YOU.
__
How We Optimize WealthClient Portal Login
AS FEATURED IN:
_2014 - 2020_
OPTIMIZE YOUR WEALTH MANAGEMENT WE OPTIMIZE YOUR MOST IMPORTANT BUSINESS - THE MANAGEMENT OF YOUR WEALTH - FREEING UP YOUR TIME, SO YOU CAN FOCUS ON WHAT MATTERS MOSTTO YOU.
__
How We Optimize WealthClient Portal Login
WE VIEW YOUR WEALTH AS YOUR MOST IMPORTANT BUSINESS. Serving as your Chief Investment Officer, Chicago Partners helps you create strategies that optimize your wealth. As the owner and CEO of your wealth, you are at the forefront of every decision. WE VIEW YOUR WEALTH AS YOUR MOST IMPORTANT BUSINESS. Serving as your Chief Investment Officer, Chicago Partners helps you create strategies that optimize your wealth. As the owner and CEO of your wealth, you are at the forefront of every decision. YOUR LIFE IS UNIQUE. YOUR FINANCIAL PLAN SHOULD BE, TOO. We use our _5-STEP WEALTH OPTIMIZATION PROCESS_ to ensure each client receives a comprehensive, custom wealth management plan.PORTFOLIO AUDIT
PORTFOLIO AUDIT
We look at your portfolio to understand it's starting points,examining your:
* Expense Ratios
* Diversification
* Asset Location
To identify optimization opportunities in your portfolio.Learn More
INVESTMENT MANAGEMENT INVESTMENT MANAGEMENT EACH PORTFOLIO IS CUSTOMIZED TO THE INVESTOR USING OUR 8-QUADRANT APPROACH. WE BUILD GLOBALLY-DIVERSIFIED PORTFOLIOS TO OPTIMIZE YOUR EXPOSURE TO DIFFERENT MARKETS WHILE TARGETING YOUR FINANCIAL GOALS.Learn More
TAX PLANNING & PREPARATION TAX PLANNING & PREPARATION YOUR AFTER-TAX RETURN IS YOUR MOST IMPORTANT RETURN. ALONG WITH PROVIDING RESOURCES FOR SIMPLE TAX PREPARATION, WE ENSURE EACH INVESTMENT AND ALLOCATION IS OPTIMIZED FOR TAX EFFICIENCY.Learn More
ADVANCED FINANCIAL PLANNING ADVANCED FINANCIAL PLANNING Receive access to eMoney's Wealth Management System (WMS) and work with advisors to optimize your:* Cash Flow Plan
* Retirement Plan
* Estate Plan
* Insurance Plan
* Charitable Giving PlanLearn More
PRIVATE BANKING & REPORTING PRIVATE BANKING & REPORTING Clients receive access to:* Low-cost Lending
* Account Management* Account Oversight
Along with access to up-to-the-moment custom reporting through our app, available for Android and iOS.Learn More
How the 5-Step Process Works YOUR LIFE IS UNIQUE. YOUR FINANCIAL PLAN SHOULD BE, TOO. We use our _5-STEP WEALTH OPTIMIZATION PROCESS_ to ensure each client receives a comprehensive, custom wealth management plan.__
TAP THE CARDS TO REVEAL INFORMATIONPORTFOLIO AUDIT
PORTFOLIO AUDIT
We look at your portfolio to understand it's starting points,examining your:
* Expense Ratios
* Diversification
* Asset Location
To identify optimization opportunities in your portfolio.Learn More
INVESTMENT MANAGEMENT INVESTMENT MANAGEMENT EACH PORTFOLIO IS CUSTOMIZED TO THE INVESTOR USING OUR 8-QUADRANT APPROACH. WE BUILD GLOBALLY-DIVERSIFIED PORTFOLIOS TO OPTIMIZE YOUR EXPOSURE TO DIFFERENT MARKETS WHILE TARGETING YOUR FINANCIAL GOALS.Learn More
TAX PLANNING & PREPARATION TAX PLANNING & PREPARATION YOUR AFTER-TAX RETURN IS YOUR MOST IMPORTANT RETURN. ALONG WITH PROVIDING RESOURCES FOR SIMPLE TAX PREPARATION, WE ENSURE EACH INVESTMENT AND ALLOCATION IS OPTIMIZED FOR TAX EFFICIENCY.Learn More
ADVANCED FINANCIAL PLANNING ADVANCED FINANCIAL PLANNING Receive access to eMoney's Wealth Management System (WMS) and work with advisors to optimize your:* Cash Flow Plan
* Retirement Plan
* Estate Plan
* Insurance Plan
* Charitable Giving PlanLearn More
PRIVATE BANKING & REPORTING PRIVATE BANKING & REPORTING Clients receive access to:* Low-cost Lending
* Account Management* Account Oversight
Along with access to up-to-the-moment custom reporting through our app, available for Android and iOS.Learn More
How the 5-Step Process Works THE OPTIMIZED WEALTH ADVANTAGE Through our 5-Step Wealth Optimization Process, our advisors work with you to create customized financial plans and a portfolio that helps you sustain your ideal lifestyle. ▸ How do you manage complex financial situations? Complex financial situations are best handled by precise, personalized plans. We see each client as having a unique financial situation with unique financial goals and objectives. Each client works with their advisor to create an entirely customized wealth management plan to reach their objectives. This includescustomized:
* Investment Portfolio* Tax Plan
* Cash Flow Plans
* Retirement Plans
Our philosophy is that by customizing your wealth management, we can more effectively accomplish your goals, no matter how complex. ▸ What do you mean by "optimizing" my wealth? To us, wealth optimization means that your wealth is working together in harmony, and each piece of your wealth is complementing and supporting the others. A portfolio disjointed from a financial plan or tax plan is sub-optimal. We look for opportunities to drive out inefficiencies, so the portfolio is best positioned to capitalize on the benefits of the custom financial plan. When every aspect of your wealth is working in concert to accomplish your goals, you are more likely to achieve them. This is wealthoptimization.
▸ What types of clients do you work with? We work with a variety of high-net-worth clients, including: * Individual investors with investable assets greater than$1,000,000
* Business owners
* Corporations looking for cash management* Foundations
* Family offices
For more information on the specific services we offer to clients, please visit our Who We Serve page. Have another question? Reach out to an advisor >> THE OPTIMIZED WEALTH ADVANTAGE Through our 5-Step Wealth Optimization Process, our advisors work with you to create customized financial plans and a portfolio that helps you sustain your ideal lifestyle. ▸ How do you manage complex financial situations? Complex financial situations are best handled by precise, personalized plans. We see each client as having a unique financial situation with unique financial goals and objectives. Each client works with their advisor to create an entirely customized wealth management plan to reach their objectives. This includescustomized:
* Investment Portfolio* Tax Plan
* Cash Flow Plans
* Retirement Plans
Our philosophy is that by customizing your wealth management, we can more effectively accomplish your goals, no matter how complex. ▸ What do you mean by "optimizing" my wealth? To us, wealth optimization means that your wealth is working together in harmony, and each piece of your wealth is complementing and supporting the others. A portfolio disjointed from a financial plan or tax plan is sub-optimal. We look for opportunities to drive out inefficiencies, so the portfolio is best positioned to capitalize on the benefits of the custom financial plan. When every aspect of your wealth is working in concert to accomplish your goals, you are more likely to achieve them. This is wealthoptimization.
▸ What types of clients do you work with? We work with a variety of high-net-worth clients, including: * Individual investors with investable assets greater than$1,000,000
* Business owners
* Corporations looking for cash management* Foundations
* Family offices
For more information on the specific services we offer to clients, please visit our Who We Serve page. Have another question? Reach out to an advisor >> INDEPENDENT & FIDUCIARY ADVISORS We serve our clients as independent, fee-only fiduciaries. Our clients always receive unbiased advice free of any conflicts of interest. Our team of 23 financial professionals is solely focused on helping you achieve your goals, whatever they may be.Meet the Team
-------------------------INDEPENDENT
An independent financial advisor is one that cannot receive commissions from recommending investments. Truly independent advisors are fee-only, minimizing any conflicts ofinterest.
------------------------- -------------------------FIDUCIARY
A fiduciary financial advisor is one who always and only acts in the best interests of their clients. Fiduciaries are bound by the _Fiduciary Standard_, which requires advisors to always put the best interests of clients first. ------------------------- INDEPENDENT & FIDUCIARY ADVISORS We serve our clients as independent, fee-only fiduciaries. Our clients always receive unbiased advice free of any conflicts of interest. Our team of 23 financial professionals is solely focused on helping you achieve your goals, whatever they may be.INDEPENDENT
------------------------- An independent financial advisor is one that cannot receive commissions from recommending investments. Truly independent advisors are fee-only, minimizing any conflicts ofinterest.
-------------------------FIDUCIARY
------------------------- A fiduciary financial advisor is one who always and only acts in the best interests of their clients. Fiduciaries are bound by the _Fiduciary Standard_, which requires advisors to always put the best interests of clients first.Meet the Team
SCHEDULE A CONSULTATION Interested in learning more about how you can improve your wealth management? Fill out the contact form and one of our advisors will reach out to schedule a no-obligation consultation. Notice: JavaScript is required for this content.Your Name *
Email *
Phone Number *
What's the Best Time to Contact You? If you are a human seeing this field, please leave it empty. SCHEDULE A CONSULTATION Interested in learning more about how you can improve your wealth management? Fill out the contact form and one of our advisors will reach out to schedule a no-obligation consultation. Notice: JavaScript is required for this content.Your Name *
Email *
Phone Number *
What's the Best Time to Contact You? If you are a human seeing this field, please leave it empty. WEALTH MANAGEMENT INSIGHTS Our partners and advisors share their experience, insights, and advice on optimizing your wealth every week. Check back regularly for news and insights directly from the experts. What is a Heaalth Savings Account (HSA)? What is a Concentrated Stock Position (CSP)? Meet the Advisors: Matt McConnell Visit the Insights Archive WEALTH MANAGEMENT INSIGHTS Our partners and advisors share their experience, insights, and advice on optimizing your wealth every week. Check back regularly for news and insights directly from the experts. What is a Health Savings Account (HSA)? What is a Concentrated Stock Position (CSP)?Cybersecurity Tips
for 2021
Stay on top of the latest investment insights, financial planning strategies, and wealth management best practices with the Chicago Partners Monthly Newsletter! Notice: JavaScript is required for this content. Please fill out each field.Email *
If you are a human seeing this field, please leave it empty.Wealth Management
Investment ManagementFinancial Planning
Tax Support
Private Banking
Our Clients
Company
About Chicago PartnersOur Team
Blog Articles
FAQ
Disclosure InformationForm ADV
Contact Us
Office: (312) 736-0308 info@chicagopartnersllc.comSocial Media
__
__
Search Submit Clear
__
__
WEALTH OPTIMIZATION
Investment Consulting Investment Management Tax Planning & Preparation Advanced Financial Planning Fiduciary Relationship ABOUT CHICAGO PARTNERSOur Team
Our Story
Your Plan
Wealth Blog
Wealth Videos
Disclosure
Form ADV
Form CRS
2021 Chicago Partners Wealth Advisors | 1 N. Wacker Drive, Suite 4075, Chicago, IL 60606 | (312) 736-0308 | Form CRS| Sitemap
×
*
The Wealth Optimization Process __*
Who We Serve __
*
About __
* ← Back
*
About Chicago Partners __*
Meet the Team __
*
FAQ’s __
*
Wealth Blog __
*
Wealth Videos __
__
_phone_
Details
Copyright © 2024 ArchiveBay.com. All rights reserved. Terms of Use | Privacy Policy | DMCA | 2021 | Feedback | Advertising | RSS 2.0