Alsip, IL Office

Audible Wealth Management serves individual clients — including high‑net‑worth households — as well as business development clients and retirement plans, providing financial planning and both discretionary and non‑discretionary portfolio management. The firm also offers educational seminars, bill‑pay services and acts as sponsor and portfolio manager for a wrap‑fee program.

AWM’s investment process centers on assessing client goals, time horizons and risk tolerance and applies a mix of methods (fundamental, quantitative, technical, charting and modern portfolio theory) to construct portfolios. The firm implements long‑ and short‑term trading strategies and may use margin transactions and options; it conducts periodic reviews (financial plans are revisited in follow‑up sessions and managed accounts are reviewed on a regular basis) and uses third‑party platforms such as Pontera for held‑away retirement accounts and Orion for reporting.

Several operational features distinguish AWM from many peers: it sponsors a wrap‑fee program, provides bill‑pay services while avoiding custody via third‑party software, and runs educational seminars free of charge. The firm also uses a third‑party aggregation/management platform to exercise discretion over held‑away defined‑contribution accounts without obtaining clients’ login credentials, and it assesses a separate technology fee to support its reporting platform, all of which are relatively uncommon among similar advisers.