Chicago Investment Advisory Council, Inc.

Overview

Chicago Investment Advisory Council, Inc. is an independent registered investment adviser formed as a corporation and registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional accounts, operating as a hybrid practitioner that also acts as a registered representative of a broker-dealer and as an insurance broker. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and fixed fees. Investment activity tilts toward publicly traded equities as the core allocation. Portfolios are constructed with an equity-first preference and a core-satellite approach is implied by the heavy use of exchange-traded holdings for broad market exposure combined with selectively managed positions. The firm is not flagged as an active ESG investor. Chicago Investment Advisory Council also allocates to third-party real estate managers and uses mutual funds to complement its public-market strategies.

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Public Holdings

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Location & Offices