Old Forge Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Old Forge Advisors provides discretionary investment management and qualified plan consulting to a range of clients, including individuals, families, trusts, businesses, charities, and retirement and pension plans. The firm also facilitates life insurance through a third‑party provider and offers both plan‑level and participant‑level advice and enrollment services.
The firm builds custom portfolios using a strategic, proprietary asset allocation methodology that draws on macroeconomic, fundamental, quantitative, qualitative, technical and cyclical analysis, seeking diversified exposure across equities, fixed income, ETFs and other vehicles; portfolios are monitored and rebalanced on an ongoing basis and short‑term trading is not a primary focus. Margin is used only in exceptional circumstances and is typically limited to about 10% of a client’s total net assets.
A distinctive feature for a firm of this size is its suite of qualified plan services — including investment policy statement development, performance monitoring, educational seminars and the ability to serve as an ERISA 3(21) and/or 3(38) fiduciary for plans. The firm manages roughly $793,506 in discretionary assets across a very small client base and recommends Charles Schwab as its preferred custodian, receiving institutional support services from Schwab while custody remains with a qualified custodian.
Client services
Expertise
Fee options
1.50% annually for discretionary investment management
Main office
Chicago IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Old Forge Advisors · Old Forge Advisors LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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