What is your investment philosophy?

We recommend that clients have a balanced portfolio of well-diversified assets that is consistent with the client’s risk tolerance, stage in life, goals, and investment knowledge. We typically recommend portfolios of index mutual funds that are no-load, rebalanced annually, and have low management fees. Generally, we do not recommend, evaluate, or manage individual stocks on an ongoing basis.

However, personal behavior can impact the success of any investment program. As part of a prudent investment strategy, we recommend that clients build up an emergency fund, have a plan for paying off any debt, and have a plan for managing cash flow that allows saving a significant portion of income.

When can you be reached?

The office is open Monday through Friday from 10:00 am to 5:30 pm. We make every effort to return calls and emails within one business day. If you call after-hours or on weekends, we will try to contact you the next business day. If you leave a voice mail message, it’s very helpful if you also leave your email. Please understand that during business hours we may be meeting with clients and unable to respond immediately. We’ll treat you and your project with the same careful attention.

You are welcome to drop off materials. However, please call first.

Where are you located?

We are located in Evanston, Illinois, a suburb which is immediately north of the city of Chicago. The office is in a private and quiet residence just east of Ridge Avenue and west of Chicago Avenue. The entry has a flight of stairs and is not handicapped-accessible. If you have mobility issues, please contact us to discuss alternate meeting arrangements. Parking is available on the south side of Oakton Street, and we are about two blocks from the South Boulevard stop of the CTA Purple Line.