MTD WEALTH MANAGEMENT

Wealth management,

built around your goals.

Ongoing, hands-on portfolio management for clients for clients who value direct access to their advisor, not just a 1-800 number.

Schedule a Conversation

EST. CHICAGO — 1990

Why It Matters

Markets change. Strategies should too. A thoughtful, ongoing approach may help you respond to what’s happening, instead of just reacting to it.

Our Approach

How we manage your wealth.

Actively managed

We take an ongoing, hands-on role in your portfolio, making adjustments as markets and your goals change. Active management involves additional cost compared to passive approaches, and no strategy can guarantee a particular result.

Goals-based

Your portfolio is built around your timeline, your risk tolerance, and what you’re working toward. Rather than relying solely on standardized models, we tailor your portfolio to your needs.

Reviewed regularly

We meet at least once a year for a real check-in. Life and markets shift; your strategy should be allowed to shift with them.

Active or passive? What you should know.

You’ll hear strong opinions on both sides of this debate. Both approaches have real strengths and real trade-offs. Here’s how we think about it.

— Option One

Passive investing

Passive strategies typically track a market index without active oversight. They tend to have lower fees and have performed well over long time horizons. The trade-off: when the market drops, a passive portfolio drops with it.

— Option Two

Active investing

Active strategies involve a professional making ongoing decisions and adjustments with the goal of managing risk and pursuing opportunities as conditions change. The trade-off: it generally costs more, and there’s no guarantee an active approach will outperform a passive one.
Which approach is right for you depends on your goals, your timeline, and how you feel about risk.
That’s a conversation, not a formula.
Let's Have That Conversation

Our Approach

What an annual review looks like.

Once a year, we sit down together for a real review, not a form to sign. We look at where things stand, what’s changed, and whether anything needs to shift.

Whether your asset allocation still fits your goals
Whether your portfolio is as diversified as you think it is
Whether your priorities have shifted in the past year
Whether anything in your life has changed that your strategy should reflect

Let's Talk

Let’s start with a conversation.

Your first conversation is complimentary, with no expectation of what comes next. We’ll talk about what’s on your mind, what you’re working toward, and whether we’re the right fit.

If we are, great. If not, we’ll point you toward someone who is.

Prefer to talk now? Call (312) 550-3191 or email [email protected].

Schedule a conversation

We’ll be in touch within one business day.

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