Downers Grove, IL Office
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Stabile Investment Management
Supported
Firm-wide stats for Stabile Investment Management
Clients per advisor
8 Very LowAvg AUM per client
$4,186,957 Very HighHNW client ratio
83% Very HighAbout
Stabile Investment Management primarily serves individual and high‑net‑worth clients, providing discretionary and non‑discretionary portfolio management along with on‑demand investment consulting. The firm works with personal accounts, IRAs, trusts and similar vehicles and monitors portfolios on an ongoing basis with periodic reviews.
Its investment process is documented with an Investment Policy Statement that guides asset allocation among stocks, bonds, alternatives and cash, with an emphasis on diversification and fundamental analysis for individual securities and the use of ETFs and no‑load mutual funds for broad exposure. Portfolios are reviewed quarterly and at least annually with clients; the firm generally does not participate in IPOs, SPACs or cryptocurrencies and allows documented client restrictions on trading.
The firm is run by a single principal who is the sole employee and who personally reviews and supervises all client accounts, a structure that is less common among supported firms. Operationally, the adviser uses a single custodial broker relationship, maintains a written Code of Ethics and proxy‑voting procedures, and does not engage in soft‑dollar, principal or cross‑trading arrangements.
Based on Stabile Investment Management
Expertise
Based on Stabile Investment Management
Location
Downers Grove IL
Advisors at this office
2
Advisors at this office
Adam W
Series 65
Downers Grove, IL
Stabile Investment Management
Adam Wilson is a Series 65-licensed advisor at Stabile Investment Management with one year of industry experience. Before joining Stabile, he worked at Sevita Health, Anixter - Wesco, Surgical Care Affiliates, and DeVry University. Stabile Investment Management serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management and investment consulting. The firm emphasizes diversification and fundamental analysis within a documented Investment Policy Statement and conducts regular portfolio reviews.
Brian W
Series 65
Downers Grove, IL
Stabile Investment Management
Brian Wilson is a financial advisor at Stabile Investment Management with 19 years of industry experience. He holds a Series 65 designation and has worked at Stabile Investment Management since 2008, following four years at Financial Solutions Advisory Group. Stabile Investment Management primarily serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management along with investment consulting. The firm emphasizes diversification and fundamental analysis, using ETFs and no-load mutual funds for broad exposure, and maintains a structured review process with a single principal overseeing all client accounts.
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