Wilmette, IL Office

Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high‑net‑worth individuals, families, trusts, foundations, endowments, and closely held business entities. The firm manages roughly $712 million in regulatory assets for about 300 clients through a team of seven advisors and offers customized multi‑asset, equity, and fixed‑income strategies while coordinating with outside managers when appropriate.

The firm’s investment process is research‑based, combining top‑down macroeconomic analysis with bottom‑up fundamental and technical security analysis and an explicit emphasis on preserving irreplaceable assets by weighing risk assessment alongside return. Portfolios are tailored to each client’s liquidity, tax, concentration, and cash‑flow needs, with ongoing monitoring, tactical rebalancing, and tax‑aware investment considerations incorporated into client relationships.

A notable characteristic disclosed in the brochure is the firm’s affiliation with an accounting practice: two of its advising professionals are owners of Leggett & Leggett, PC and provide CPA/PFS accounting and tax services to clients, a relationship the firm discloses and manages as a potential conflict. The advisory team also includes an advisor licensed to sell life and health insurance, and the firm presents a compact, credentialed group (CFA, CFP, CPA/PFS) focused on bespoke, tax‑sensitive wealth management for complex households.