Tetley Investments, LLC
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About
Tetley Investments provides discretionary asset management and financial planning to individuals, including high‑net‑worth clients, as well as pension and profit‑sharing plans, corporations, charitable organizations, and trusts. The firm manages client accounts on both discretionary and non‑discretionary bases and offers standalone or supplemental financial planning engagements.
Investment decisions are driven by a disciplined process that combines quantitative and fundamental research with a global asset‑allocation perspective; portfolios are constructed using measures of quality, growth, and valuation and may include equities, fixed income, mutual funds, and alternative investments. Tetley manages portfolios with a long‑term horizon, conducts ongoing reviews (at least annually), allows clients to impose written restrictions, and does not engage in high‑frequency or algorithmic trading.
Noteworthy features include the firm’s absence of an account minimum and its separate billing for financial planning (hourly) versus negotiable asset‑based advisory fees, as well as a stated policy against soft‑dollar arrangements and performance‑based fees. Tetley also participates in institutional custodian programs that provide services and benefits to the firm; the brochure discloses these arrangements and the potential conflicts they create.
Client services
Expertise
Fee options
1.00%
$250 per hour
Fee-only: 1.00% annually on assets under management
Main office
444 N Northwest Hwy., Suite 245
Park Ridge IL 60068
Advisors at this office
3
Most active in
Florida · Illinois · Indiana · Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Quick links
Advisors at this firm
Philip T
Series 63, Series 66
Park Ridge, IL
Tetley Investments, LLC
Philip Tetley is a financial advisor at Tetley Investments, LLC in Park Ridge, Illinois, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Tetley Investments since 2012. Tetley Investments is an independent asset management and financial planning firm serving individuals, pension plans, corporations, charitable organizations, and trusts. The firm employs a disciplined, long-term investment process combining quantitative and fundamental research within a global asset-allocation framework.
Philip T
Series 65
Park Ridge, IL
Tetley Investments, LLC
Philip Tetley is a financial advisor at Tetley Investments, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Tetley Investments since 2012. Prior to his current role, he worked at Prairie Central School CUSD #8 for 32 years. Tetley Investments is an independent asset management and financial planning firm serving individuals, pension plans, corporations, charitable organizations, and trusts. The firm employs a disciplined, long-term investment approach combining quantitative and fundamental research within a global asset-allocation framework.
Ian K
Series 65
Park Ridge, IL
Tetley Investments, LLC
Ian Kos is a financial advisor at Tetley Investments, LLC, holding a Series 65 designation and 14 years of industry experience. He has been with Tetley Investments since 2012 and has served as a teaching assistant at Northwestern University's Kellogg Graduate School of Business since 2011, where he prepares class materials and grades MBA-level coursework. Tetley Investments provides discretionary asset management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, corporations, charitable organizations, and trusts. The firm employs a disciplined investment process combining quantitative and fundamental research with a global asset-allocation perspective, managing portfolios with a long-term horizon and a range of asset types.
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