$5.7MM AUM | $46,000 Rev in
RIA founded by a CFA charterholder and based in Chicago, IL. We provide personalized financial planning and fiduciary investment management services to select individuals. Our investment process blends the foundations of Modern Portfolio Theory with the latest research in the field of behavioral finance. My hope is to connect with and become the successor of a retiring advisor/money manager with similar philosophies towards planning, asset management, and ethics.