A complete list of active advisors currently associated with Two Three Five
Warmer can help you find a great advisor at Two Three Five or one who fits your needs even better.
Two Three Five provides investment management and financial planning to individual clients while also working with employer plan sponsors and other institutional clients. Services include ongoing portfolio management, standalone financial plans or consultations, and retirement plan consulting for plan sponsors. The firm applies a multi-method investment approach that blends fundamental, quantitative and technical analysis and employs asset-allocation strategies across equities, fixed income, alternatives and derivatives where appropriate. Portfolio oversight emphasizes duration management and periodic rebalancing, and planning services extend to estate, corporate, real estate and tax-related analyses. What is distinctive is that, despite a relatively small client roster and modest assets under management, the firm accepts institutional and pension-plan engagements and acknowledges ERISA fiduciary responsibilities for plan clients—an offering that is uncommon among similarly sized independent advisers. The firm’s principal holds the CFA charter and industry securities licenses and brings a mix of broker-dealer and prior government acquisitions experience, supporting its combination of investment management and plan-sponsor consulting.
To learn more about the advisors currently working at Two Three Five, 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
| 4
|
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