Honolulu, HI Office
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Chicago Partners Investment Group LLC
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About
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.
Expertise
Location
201 Merchant Street, Suite 909
Honolulu HI 96813
Advisors at this office
3
Advisors at this office
Lisa T
CFP®
Honolulu, HI
Chicago Partners Investment Group LLC
Lisa Tellio is a CFP® professional with two years of experience, currently with Chicago Partners Investment Group LLC. Her prior roles include six years at Central Pacific Bank and four years at Goodsill Anderson Quinn & Stifel. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofit plans, endowments, corporations, and other entities, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified, asset-allocation investment approach that integrates fundamental analysis with quantitative optimization across various asset classes.
Matthew M
CFP®, Series 63, Series 65
Honolulu, HI
Chicago Partners Investment Group LLC
Matthew Mcconnell is a CFP®-credentialed financial advisor with 27 years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2020 and previously spent 21 years at Ameriprise Financial Services, Inc. Mcconnell is based in Honolulu, HI. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities, offering family office, trustee, and retirement-plan consulting services. The firm employs a long-term, diversified, asset-allocation investment approach that combines fundamental analysis with quantitative optimization across a range of strategies and investment vehicles.
Michelle T
CFP®, PFS™, Series 63, Series 66
Honolulu, HI
Chicago Partners Investment Group LLC
Michelle Tucker is a CFP® and PFS™ with 23 years of experience in financial advising. She has worked at Chicago Partners Investment Group LLC since 2020 and previously spent 13 years at 3D Wealth Advisors, Inc. Additionally, she is involved with Sterling & Tucker, LLP, an estate planning law firm where she meets with existing clients outside of market hours. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, and business entities, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified, asset-allocation approach using fundamental analysis and quantitative methods across various investment vehicles.
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