Schlindwein Associates, LLC
20 North Wacker Drive
Suite 1820
Chicago, IL 60606
We look forward to speaking with you!
"Gain a Valuable 2nd Opinion on your Financial Situation Today"
Our Firm
At Schlindwein Associates we work with our clients to unify all areas of their financial lives, to understand their values, and vision of the future so we can guide them on the path to achieving their most important goals. We are a fee-only wealth management firm, providing investment management and specialized financial planning services to individuals, families, and institutions.
We understand that each client has many options when it comes to choosing an advisor. We believe it is of the utmost importance that investors have a trusted partner that delivers expert guidance tailored to each unique client that enhances their life.
Our Unique Perspective / Richard Jackson
Schlindwein Associates is a Registered Investment Advisor (RIA) with offices in Chicago and Dallas. We are fee-only, independent, impartial and objective; we do not accept commissions. We act as a fiduciary, and our decisions are solely based on what is best for our clients. We are committed to gaining a deep understanding your unique situation so that we can deliver prudent advice and investment strategies that remain aligned with your evolving financial needs.
We believe in building long-lasting trusted relationships and communicate with our clients on a regular basis through face-to-face meetings, phone calls, newsletters, emails, and exceptionally clear and comprehensive investment reports. Additionally, the principals of our firm always are available to discuss your portfolio and planning needs. The principals of our firm invest right alongside our clients, “practicing what we preach.”
Our Process
We employ the following process to help our clients achieve their most important goals.
- Client Profile: In-depth discovery process where we get to know you, your values, understand what you hope to accomplish, and your deepest concerns.
- Assess the Situation: We explore your current financial situation by identifying assets, liabilities, current allocations, risk levels and areas for improvement.
- Asset Allocation: We optimize the proper mix of equities, fixed income and alternative investments needed to achieve your goals.
- Personal Investment Portfolio: We customize a personal portfolio that helps you reduce investment risk, improve performance and keeps your investments on track with your goals.
- Monitoring and Reporting: We vigilantly monitor and adjust your overall plan as your needs and circumstances change keeping you informed and educated along the way.
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Evaluation and Reassessment: We evaluate your portfolio’s performance against appropriate benchmarks including your goals and reassess your situation relative to life events and market changes.
Our Services
Schlindwein Associates’ mission is to help clients make smart financial decisions so they achieve their most important life and investing goals.
Every client can expect:
- Expert Portfolio Management: We have over 40 years experience in managing portfolios for high net worth individuals, families and institutions.
- Direct Access to our Principals: We believe in partnership. Frequent ongoing client communication is paramount to success.
- Financial Planning: We have expertise in retirement planning, pension elections, retirement income analysis, inherited accounts, employee benefits counseling, and tax strategies.
- Survivor Support: We know the passing of a loved one is trauma filled and unexpected. We offer support for the family members who need to assume financial control due to life-changing events.
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Partner Outreach: We can provide introductions to our approved partners in the area of estate planning, accounting, and insurance or happily work with your current providers of these services.
Who We Serve
Retirees- Executives
- Entrepreneurs
- Widows and Divorcees
- High Net Worth Individuals
- Foundations
- Retirement Plans
- Pension Plans
Our clients value that we take the time to develop relationships, provide ongoing education, and deliver expert, unbiased advice that has the power to enhance lives.
Gain a Valuable 2nd Opinion on your Financial Situation Today.
Please be aware that Schlindwein Associates, LLC has a portfolio minimum of $500,000 to accept inquiries through this directory.
