Fort Sheridan Advisors LLC

Fort Sheridan Advisors LLC is an independent financial advisory firm based in Highland Park, Illinois, established in 2009. The firm specializes in providing customized investment advice and management services, focusing on global equity, fixed income, foreign exchange, commodity, and credit markets. They offer discretionary asset management services, creating and managing customized portfolios based on client objectives, time horizons, liquidity needs, and risk tolerance. Fort Sheridan acts as a partner to clients, providing conflict-free services on a fixed-fee basis without lockups or soft dollars. Clients include family offices, high net worth individuals, pensions, endowments, trusts, charitable organizations, and corporations. The firm does not charge performance-based fees and ensures investment discretion through limited power of attorney agreements. Fort Sheridan has regulatory assets under management of approximately $908.9 million and provides pension consulting services tailored to specific investment policy statements. The firm's investment strategies involve quantitative methods, technical analysis, and computer models, with a focus on optimizing client portfolios. Fort Sheridan emphasizes best execution practices, fair trade allocations, and ongoing account monitoring. The firm does not engage in directed brokerage, soft dollar arrangements, or paying for client referrals. Additionally, Fort Sheridan has no disciplinary history, bankruptcy petitions, or financial conditions that would impair its ability to serve clients.