My wife and I are very happy with our team at Chicago Partners. I could go on about portfolio construction, tax aware...
My wife and I are very happy with our team at Chicago Partners. I could go on about portfolio construction, tax awareness, Sharpe ratios and risk adjusted returns, but suffice it to say that I worked for many years with one of their big competitors on LaSalle St. and knowing what I know about the entire industry, I chose CPWA. They are all substance and no fluff. They work well with my accountant, attorney and insurance agents. Our three person team means that someone is always available and like the founder, Jim Hagedorn, our team are eminently prudent & trustworthy professionals, which is very, very important to us. They took great care of my elderly parents for many years and I am confident my children will say the same thing someday.
Services
Financial planning, Insurance purchase consulting, Retirement savings consulting, Investment advising
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