Investment Management

I am a registered investment advisor working for JC Investment Management.  JC Investment Management is an independent investment management and advisory firm, providing customized investment management services with a low & transparent 1% fee and free financial planning.

As an independent advisor my fee differs from the fees assessed by the brokers that work for the banks/brokerage houses.  Broker’s fees are typically based on commissions for the trades and products (mutual funds and insurance products) “sold” to their clients.  This conflict of interest between the broker’s objectives and those of the client results in non-transparent and substantially higher client fees.

Prior to working for JC Investment Management, I had worked at several firms including Hedge Fund Research, William Blair & Company, and Morgan Stanley.  I received an undergraduate degree from the University of Illinois and an MBA from the University of Chicago.

For a confidential consultation, free portfolio review, or just more information, please e-mail or call 708-948-7092.


JC Investment Management

1100 Lake Street, Suite 280B

Oak Park, IL  60301

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