Chicago Wealth Management, Inc.

Chicago Wealth Management, Inc. is an SEC registered investment management firm established in November 2002. The firm specializes in providing investment management and financial planning services to high net worth individuals, non-profits, and institutions. Their tactical investment strategy focuses on maximizing long-term returns while minimizing portfolio losses. Clients can engage CWM for discretionary and/or non-discretionary investment advisory services, financial planning, and consulting. The firm offers advice on various investment options, including equities, mutual funds, corporate debt, and government securities. CWM primarily charges fees based on a percentage of assets under management, ranging from 0.60% to 1.25%. The firm also provides consulting and investment management services for small business qualified retirement plans, acting as a 3(38) investment manager under ERISA. CWM does not participate in wrap fee programs and does not accept performance-based fees. The firm's investment strategies include long-term purchases, short-term purchases, trading, and options. Clients have the option to engage in socially responsible investing, although CWM does not maintain or advocate for an ESG investment strategy. CWM's Chief Compliance Officer, Nicholas J. Thompson, is available to address any questions regarding the firm's services and practices.