Byron M.

About Byron M.

Chicago Partners Wealth Advisors is an investment consulting and privately held wealth management firm. Our team includes seven senior directors, each with over twenty-five years of experience in the investment industry. We offer customized investment solutions to high and ultra-high net worth individuals, endowments and not-for-profit organizations. Our investment philosophy is based on creating globally diversified portfolios utilizing low-cost, best-in-class funds. We combine rigorous academic analysis of the financial markets with practical experience to develop an investment plan specific to your goals. We believe your investment portfolio is optimized by incorporating both active and passive funds, tax-efficient vehicles and alternative investments. When constructing an investment portfolio, several important distinctions set us apart from other advisors: • Fiduciary standard - As registered investment advisors, we serve as a fiduciary to our clients, which is a legal duty to act solely in your best interests. We do not use proprietary “in-house” funds that could create a conflict of interest. We do not collect fees or incentives from any of the funds we invest in. Our only compensation comes from you, the client. • Low cost – The fees for our services are very competitive and we only charge for the assets we directly manage. Additionally, our investment selection focuses on best-in-class funds with very low management fees. • Tax efficiency – In addition to market performance, our investment strategies are done to maximize your after-tax return. Fund selection, asset location (IRA vs. taxable accounts), tax-loss harvesting and retirement income generation all play a crucial role in minimizing your taxable gains.

Experience

1. Senior Wealth Advisor

   Chicago Partners Wealth Advisors

   Jul 2024 — Present