Piershale Financial Group, Inc.

Piershale Financial Group, Inc. is a registered investment adviser based in Barrington, Illinois, specializing in asset management services. Established in an undisclosed year, the firm offers the Piershale Fee Offset Program for Ultra High Net Worth Clients, requiring an initial portfolio asset of $1,000,000. Clients in this program pay a bundled "wrap fee" covering advisory services and transaction costs. The firm manages client accounts based on individual financial situations, investment objectives, and risk tolerance, with investment discretion granted to make trades when necessary. Piershale Financial primarily uses fundamental and technical analysis in its investment strategies, including long-term and short-term purchases. The firm emphasizes risk management and offers strategies like Advance & Preserve, tailored to capture gains in advancing markets and preserve capital in negative markets. Clients receive quarterly reports and account statements, with reviews conducted at least annually. Piershale Financial does not vote proxies for clients and does not engage in principal trading. The firm's Code of Ethics ensures client interests are prioritized, and it does not compensate for client referrals. Piershale Financial does not require prepayment exceeding $1,200 and has a sound financial condition.