A complete list of active advisors currently associated with One Wild Life Advisors LLC
Warmer can help you find a great advisor at One Wild Life Advisors LLC or one who fits your needs even better.
One Wild Life Advisors LLC provides investment management and financial planning to a mix of individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. Services described in the firm brochure include discretionary portfolio management, project-based and ongoing financial planning, employer-sponsored retirement plan consulting and management, and the option to use third‑party managers for implementation. The firm pursues diversified, allocation-driven portfolios using Modern Portfolio Theory alongside fundamental and technical tools (including charting and cyclical analysis) to set targets and manage risk, and tailors advice using client profile and suitability information. Accounts are reviewed on a regular basis and the adviser may manage accounts discretionarily or delegate management to vetted third‑party managers while conducting periodic oversight. Noteworthy aspects of the firm include its joint ownership by two existing advisory businesses, an affiliation structure that is uncommon among peers, and the brochure’s disclosure that the firm offers public educational seminars and speaking engagements. The firm also provides ERISA plan management services as a delegated investment manager and continues to service certain legacy client arrangements, combining retirement‑plan fiduciary work and public education with a small advisor platform.
To learn more about the advisors currently working at One Wild Life Advisors 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
| 11
| |
Chicago, IL
| 8
|
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