Founded in 1997, we are a nationally recognized independent wealth management firm based in downtown Chicago. Known for our commitment to delivering superior investment performance and highly personalized wealth planning, our client-focused solutions feature hard-to-access managers without the conflicts typical of other firms. With nearly $3 billion under management, our Risk Conscious™ investment approach is focused on preserving and growing clients' assets. Our team of highly skilled professional advisors allows families greater freedom to pursue career and personal interests.