We are honored to have served the investment needs of individuals, families, and institutions since 1995, and we look forward to the future with renewed energy and commitment as we help our clients reach their most important life goals through sound investment management and thoughtful financial planning.
Timothy A. Schlindwein
Managing Principal | Founder, President & Chief Compliance Officer
Chicago
312 332-1520
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Your financial resources… managed with care.
“Our four core principles guide everything we do. We believe every client deserves impartial investment advice and portfolio management without conflicts of interest, true personalization aligned to their specific goals, a high level of individual attention, and a clear and consistent investment approach focused on controlling risk.”
Adam Rich
Managing Principal | Chief Investment Officer and Strategist
Dallas
469 385-7040
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LinkedIn
We practice what we preach.
“The experience of our team in managing portfolios for high-net-worth individuals, families and institutions extends over many decades and market cycles. We employ a highly disciplined and proven investment process which evolves to reflect changes in personal circumstances and major global market trends. We invest alongside our clients, through the same process and with the same fee structure.”
Winnie Schlindwein
Managing Principal | Chief Operating Officer
Chicago
312 332-1520
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LinkedIn
Personalized service with direct access to Principals.
“We believe in building long-lasting, trusted relationships with our clients. We reach out regularly through personal meetings, phone calls, emails and exceptionally clear and comprehensive investment reports. Open communication and mutual understanding form the foundation of all our client relationships.”
Edgar Cortez
Client Service Manager
Dallas
469 385-7040
E-Mail
LinkedIn
How we do business is as important as the services we provide.
“If clients go to bed at night feeling that they are well taken care of, we have done our job. In every transaction we look for ways to be helpful and responsive. Our client reports are straightforward, easy to understand, and delivered in a timely manner. Requests or questions are answered promptly and with care. We understand that financial concerns can cause unnecessary worry if not addressed immediately. Clients can always count on talking to a member of our team.”
