Client Access

Portfolio Insights

Online access for viewing your investment portfolio and performance statements.

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Financial Planning

Every plan starts with a review of personal goals and information. Share securely via our portal.

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Need client access? Call us at 312-429-0880, Option 1.

About Us

An employee-owned, boutique investment advisory firm, providing integrated services to address a range of financial needs.

Our Team

Firm Facts

  • Privately-owned corporation established in 1997.
  • Registered Investment Adviser (RIA) regulated by the U.S. Securities & Exchange Commission (SEC).
  • Headquartered in Chicago, we have Midwestern roots with a national reach.
  • As fiduciaries, we're your advocate and legally bound to always act in your best interest.
  • We are not affiliated with a brokerage firm, bank, or insurance company.

Learn How We Partner With You

We've been serving investors for the last 20+ years, and we welcome the opportunity to talk with you. Why AZA? Contact Us