Our firm is dedicated to helping customers align their portfolios with the Chicago Investment Framework, which bridges empirical asset pricing and behavioral finance. Our business model is a significant departure from the industry status quo. Our academic and industry advisors own the firm alongside the management team. We have a shared background as Chicago alumni, like the majority of our customers. This community approach to wealth management is about connecting to our customers through a set of shared values. It assures transparency and incentive alignment, as well as continued fidelity to our guiding principles.
