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Our Mission

How We Work

At Chicago Investment Advisory Group, we aim to build lasting relationships built on trust, integrity, and exceptional service.

Our goal is to navigate the complex world of finance and guide our clients towards achieving their financial objectives, tailored to each client's unique circumstances, helping them make informed decisions and work towards a brighter financial future.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

  1. Initial Consultation: Understand your goals, risk tolerance, and financial situation.
  2. Assessing Financial Situation: We gather information about your income, expenses, assets, and liabilities. From this, we create a net worth statement for your review.
  3. Defining Investment Objectives: Determine your investment goals and milestones.
  4. Investment Plan Development and Portfolio Construction: Create a customized investment plan and portfolio based on goals and time horizon.
  5. Ongoing Monitoring and Rebalancing: Regularly review and adjust the portfolio to maintain alignment with the investment plan.
  6. Performance Reporting: Provide reports on portfolio performance quarterly.
  7. Communication and Review Meetings: Maintain regular communication with you and discussing progress and addressing questions or concerns.
  8. Continuous Education and Research: Stay informed about market trends, share insights and resources with you through our weekly recap emails.

Our History

Since our inception in 2006, Chicago Investment Advisory Group has been committed to delivering exceptional financial guidance and investment solutions to our valued clients.

Founded on the principles of communication, trust, and expertise, our journey has been characterized by a steadfast dedication to our clients' financial success, striving to exceed their expectations and build lasting relationships based on trust.

Over the years, we have adapted and evolved in response to changing market dynamics and the unique needs of our clients. Our team of experienced professionals brings a wealth of knowledge and a forward-thinking approach to every client engagement.

Our comprehensive range of services encompasses investment management, financial planning, retirement planning, tax strategies, estate planning, risk management, and more. We understand that every client's situation is unique, and we work diligently to develop strategies that align with their objectives, time horizon, and risk tolerance.

We look forward to the future with enthusiasm, eager to help our clients achieve their financial aspirations and work towards a brighter financial future. Whether you are just starting out on your investment journey or seeking guidance to navigate complex financial decisions, we invite you to join us and experience the personalized attention and expertise that sets us apart.

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