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Asset Management

Our asset management practice utilizes a disciplined approach designed to help achieve clients' investment goals. We help manage risk throughout the investment process according to each client's specific risk profile, needs and objectives. 

Understanding Your Goals and Financial Objectives

Our investment process focuses on fully understanding your values, goals, risk tolerance, and financial position. 

Comprehensive Risk Management
We manage risk throughout our investment process, matching your risk profile with appropriate investment strategies.

A Disciplined Investment Approach
We utilize an institutional approach of investing primarily through highly qualified managers, exchange traded funds (ETFs), mutual funds, with disciplines designed to help increase long-term and after-tax returns relative to your personal risk profile and alternative investments*.

A Continuing Client Commitment
The initial investment of your assets is only the beginning of our client relationship. Our financial professionals continue to add value with online reporting and ongoing consulting, in addition to quarterly meetings (or more frequent, if desired).

All members of our firm steadfastly adhere to ethically sound principles and professional standards as our way of conducting business.

Joel M. Feiger, CPA/PFS
President & COO
fax: 847-572-0500

*Investing in alternative assets involves higher risks than traditional investments and is suitable only for the long term. They may not be tax efficient, and have higher fees than traditional investments. They may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Bensman Group, Bensman Associates Ltd., Bensman Risk Management, Inc., or Schemata, LLC. is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice and are not Certified Public Accounting Firms.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 737-443-2582.

This communication is strictly intended for individuals residing in the state(s) of IL. No offers may be made or accepted from any resident outside the specific states referenced.

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