Estero, FL Office

Chicago Partners Investment Group LLC provides discretionary and non‑discretionary investment advisory services to high‑net‑worth individuals, trusts, not‑for‑profit plans, endowments, corporations and other business entities, and also offers family office, trustee and retirement‑plan consulting services. Its client work includes financial planning, portfolio management (separately managed accounts and model portfolios), selection and oversight of other advisers, 401(k) plan option review, and consolidated reporting for family office clients.

The firm generally follows a long‑term, diversified, asset‑allocation oriented investment approach that blends fundamental analysis with quantitative optimization and model‑based portfolio construction. It implements strategies across mutual funds, ETFs, direct indexing, fixed income, options, structured notes and, in limited cases, long/short strategies and cryptocurrency exposure (typically via ETFs), with ongoing monitoring and allowance for client‑imposed restrictions and tax‑aware considerations.

Noteworthy features disclosed in the brochure include affiliated private funds (Diversified Equity Fund, Diversified Income Fund and a Diversified Tax Aware Fund) with daily/monthly NAVs and PCAOB‑audited financials, plus a sub‑advisory role in a vehicle that aggregates private investments; the firm adjusts client advisory fees to reflect allocations to these funds to maintain a blended fee. The firm also holds ownership interests in several financial‑services technology companies (portfolio/CRM and AI lead‑generation tools), discloses use of AI under an internal policy, and participates in custodian referral programs—relationships it identifies as potential conflicts of interest and which it addresses through disclosures and internal governance.