History
After spinning off from a Big Four accounting firm, Chicago Partners has grown to manage over $1.7 billion in assets for over 550 distinguished clients. Our owners, having worked for a Big Four firm, are specialists in creating compliance-friendly investment solutions for restricted or covered individuals. We have also leveraged our experience to create a process for creating excellent customized portfolios for our high-net-worth clients, institutions, family offices, and endowments/foundations.
Specialties
Award-winning wealth management from a Financial Times Top 300 RIA. Our only focus is on optimizing your wealth.