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Investment Firms in Chicago to Consider

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Chicago is a major hub for finance and investment services, offering a range of firms that cater to diverse client needs, from wealth management to alternative investments. Whether you are seeking comprehensive retirement planning, real estate strategies, or global market access, the firms below provide a wide variety of solutions. Here are 10 investment firms based in Chicago to consider.

1. P/E Capital Investments

P/E Capital Investments is a Chicago-based, state-registered investment advisory firm founded in 2010, specializing in portfolio management, retirement planning, and estate preservation.

  • Phone: 18889292825
  • Email: [email protected]
  • Address: 355 E Ohio St UNIT 5005, Chicago, IL 60611
  • Website: http://www.pecapital.org/

2. XA Investments LLC

XA Investments LLC (XAI) provides access to institutional-caliber alternative investments through registered closed-end funds and offers consulting services to financial advisors and institutions.

3. AMG National Trust

AMG National Trust offers integrated wealth management services, including financial planning, investment management, and tax services, with a fully accessible office in downtown Chicago.

4. DAW Trading

DAW Trading specializes in futures, commodities, and options clearing, providing 24-hour access to global markets for traders and institutions.

5. E*TRADE

E*TRADE offers commission-free online trading for U.S. stocks, ETFs, and options, with extensive tools and resources ideal for both new and seasoned investors.

6. Envestnet Retirement Solutions

Envestnet provides integrated wealth management technology, serving over 111,000 advisors with a platform encompassing tools like Tamarac, MoneyGuide, and Yodlee.

7. RCM Alternatives

RCM Alternatives connects investors with managed futures and global macro strategies, offering access to alternative investments through mutual funds, managed accounts, and private funds.

8. IHT Wealth Management

IHT Wealth Management provides comprehensive financial planning and investment management services across a broad network, emphasizing fiduciary responsibility and personalized solutions.

9. Watermark Capital Partners LLC

Watermark Capital Partners specializes in real estate investment management, focusing on enhancing lodging and hospitality assets through strategic initiatives and capital expertise.

10. Barrington Wealth Management

Barrington Wealth Management offers comprehensive wealth planning and investment management for business owners and multigenerational families, blending personalized service with institutional resources.

Navigating the investment landscape in Chicago can lead to successful financial outcomes when partnered with the right firm. The firms listed above offer diverse services and expertise, providing valuable support as you pursue your financial objectives.

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