Evans City, PA Office

Fort Sheridan Advisors LLC provides discretionary investment management and institutional advisory services to family offices, high‑net‑worth individuals, pensions, endowments, trusts, charitable organizations, and other businesses. The firm offers customized portfolio management, selection and oversight of sub‑advisers, retirement plan management, and pension consulting across global equity, fixed‑income, foreign exchange, commodity, and credit markets.

The brochure describes a long‑term, value‑oriented approach that uses quantitative optimization, computer models, technical analysis, and qualitative judgment rather than an automated “robo‑advisor” model. Portfolios are managed under individualized mandates and, when authorized, a limited power of attorney for discretionary trading, with ongoing monitoring of sub‑advisers and periodic client reviews.

Distinctive disclosures include that certain advisory personnel are also registered representatives of a FINRA‑registered broker‑dealer and may receive transaction‑based compensation, and that the firm serves as a liquidation manager for single‑company private funds and may recommend private investments in which a principal has a financial interest. The brochure also describes the use of derivatives and option strategies (including swaps in pension engagements), while noting the firm does not charge performance‑based fees, does not participate in wrap‑fee programs, and does not use soft‑dollar arrangements.