A complete list of active advisors currently associated with 1102 Partners, LLC
Warmer can help you find a great advisor at 1102 Partners, LLC or one who fits your needs even better.
1102 Partners provides wealth management and portfolio management to individuals, high‑net‑worth clients, trusts, and estates, and also offers financial planning and retirement‑account advice. The firm includes family‑office–style services—estate and tax planning coordination, philanthropy and multi‑generational financial education—either as part of its wealth management work or as standalone engagements. Investment decisions are driven primarily by fundamental analysis and a long‑term orientation, with core portfolios built from low‑cost, diversified mutual funds and ETFs while also incorporating equities, fixed income, options and alternative investments as needed. The firm also offers internally managed equity strategies, including a Special Situations Micro‑Cap (a highly concentrated strategy with higher minimums and occasionally managed on a non‑discretionary basis) and a Quality Dividend Growth approach, and it monitors accounts on an ongoing basis with both discretionary and non‑discretionary options. Distinctive features include its origin as a family office and the provision of that level of coordinated, multi‑advisor service without a separate family‑office fee, and a client mix that is small in number but large in account size (the firm reports roughly $114 million in assets across about 21 clients, with a typical relationship minimum in the multi‑million dollar range). The firm maintains an institutional custodial relationship that provides technology, research and other benefits; it discloses and manages related conflicts through a Code of Ethics and supervisory controls, and it permits personal trading subject to reporting and oversight.
To learn more about the advisors currently working at 1102 Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chicago, IL
| 5
|
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