A complete list of active advisors currently associated with Lake Jericho, LLC
Warmer can help you find a great advisor at Lake Jericho, LLC or one who fits your needs even better.
Lake Jericho, LLC provides fee‑only, fiduciary investment advisory and related planning services to individuals and households as well as a range of institutional and nonprofit clients, including family offices, foundations, endowments, plan sponsors, and the business community. Its offerings include discretionary portfolio management, benefit‑plan consulting, project‑based or hourly financial planning, and client education grounded in the firm’s research. The firm’s investment approach emphasizes modern portfolio theory and academic literature, with a limited set of target portfolios implemented either via top‑down global asset allocation or bottom‑up, concentrated equity selection depending on client objectives and risk bias. Lake Jericho combines passive and select active/factor strategies, may use complex or leveraged exchange‑traded products for risk management or tactical exposure, and operates with discretionary trading authority while custodial and execution services are provided through Interactive Brokers. Noteworthy for a solo independent advisor, Lake Jericho includes institutional portfolio management and plan‑sponsor consulting in its client mix and highlights detailed procedures for plan rollovers and IRA transfer considerations. The brochure also describes situations in which certain authorities granted to the firm can trigger regulatory custody classifications, and documents the firm’s adherence to the CFA Institute Asset Manager Code of Professional Conduct and its choice of Interactive Brokers as custodian and execution platform.
To learn more about the advisors currently working at Lake Jericho, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chicago, IL
| 16
|
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