About Us

An independent, fee-only investment advisory firm.
Jeffrey Keen

Jeffrey Keen, CFA

Partner & President

Jeff joined the firm in 2005 and helped open the firm's Chicago office in 2009. He received a degree in Economics and Business from Kalamazoo College. Additionally, Jeff holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Chicago.

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. Contact Our Team

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.