Fort Meyers, FL Office

Chicago Investment Advisory Group provides discretionary portfolio management and financial consulting to a wide range of clients, including individual investors (both non‑high‑net‑worth and high‑net‑worth), pension and profit‑sharing plans, trusts, estates, and business entities. Services are delivered primarily through its Managed Account Program (MAP), along with pension consulting, retirement rollover guidance, coordination with third‑party tax and legal advisors, and access to insurance products offered by licensed representatives who may receive commissions.

The firm manages client portfolios using an asset‑allocation framework informed by fundamental, technical, charting, and cyclical analysis and applies both long‑term buy‑and‑hold and shorter‑term trading strategies according to client objectives. CIAG discloses the use of leveraged and inverse ETFs and related more active trading tactics in accounts it deems capable of assuming higher risk, which requires closer monitoring and creates additional market and tax considerations.

Noteworthy operational features include a written promoter referral arrangement under which third‑party promoters are compensated from advisory fees and a firm requirement that MAP clients custody assets with Charles Schwab, through which the firm receives institutional support and research benefits. The firm also accepts ERISA‑governed pension clients as an advisor, allows legacy holdings to be carved out of discretionary authority on a case‑by‑case basis, and operates under an ownership structure that places control with a single family trust following a 2025 ownership transfer.