Invest with Confidence. Wealth Management Built on Transparency.
At Huron Investments, we partner one-on-one with individuals, families, and business owners to build disciplined portfolios and clear financial roadmaps. No call centers, no product kickbacks—and we place our clients in same investments we are personally invested in.
100%
Fiduciary Standard
$0
Product Commissions
1-on-1
Direct Advisor Access
The Huron Standard
Personal Portfolio Alignment
We place our clients in same investments we are personally invested in—ensuring our discipline, research, and outcomes move side by side with yours.
- ✓ Legally Bound Fiduciary Duty Always On
- ✓ CPA & Estate Attorney Coordination Included
- ✓ Direct Phone & Video Advisor Access No Call Centers
Boutique Stewardship Designed Around Your Life—Not Sales Quotas.
Traditional brokerage houses treat clients like account numbers and push proprietary funds. We built Huron Investments to deliver high-touch, objective counsel where every decision is made in your best interest.
Boutique Attention, Never a Chain
You work directly with a dedicated fiduciary advisor who knows your family, career trajectory, and goals—never a rotating call-center representative.
Zero Commissions, Ever
We never accept third-party commissions, kickbacks, or product placement fees. Our advice is 100% objective and aligned solely with your financial success.
True Skin in the Game
We place our clients in same investments we are personally invested in. When we research and manage risk, our own capital is right alongside yours.
Coordinated Financial Team
Great wealth management doesn't happen in a silo. We actively coordinate with your CPA, estate attorney, and insurance specialists so every piece works together.
Comprehensive Wealth Management Tailored to Your Goals
Whether you are building long-term net worth, preparing for retirement, or navigating complex tax and business decisions, we bring clarity to every stage.
Investment Management
Customized, disciplined portfolios tailored to your risk tolerance, timeline, and tax efficiency—backed by personal alignment where we invest alongside our clients.
What's Included
- ✓ Custom asset allocation built around your time horizon & risk profile
- ✓ Ongoing portfolio rebalancing & disciplined risk management
- ✓ Low-cost institutional vehicles with zero proprietary fund bias
- ✓ 24/7 digital account visibility & regular performance reviews
Comprehensive Financial Planning
One-on-one budgeting, retirement readiness, debt reduction, major purchase planning, and cash flow optimization built into an actionable, living plan.
What's Included
- ✓ Retirement income modeling & independence stress-testing
- ✓ Cash flow architecture, savings automation & debt paydown strategy
- ✓ Major life milestone planning (home purchase, education, family)
- ✓ Insurance & risk coverage audit (without selling you policies)
Tax-Aware & Concentrated Equity Strategy
Multi-year tax mitigation, coordinated planning alongside your CPA and estate attorney, and thoughtful wealth preservation for executives and business owners.
What's Included
- ✓ Tax-loss harvesting & asset location across taxable/tax-advantaged accounts
- ✓ RSU, ISO/NSO stock option & concentrated position diversification
- ✓ Small business retirement plans (SEP, Solo 401(k), SIMPLE IRA)
- ✓ Direct annual coordination with your CPA & estate counsel
A Clear, 5-Step Process Built for Peace of Mind
Click through each phase below to see how we take you from an initial conversation to ongoing, proactive wealth stewardship.
1. Defining Our Relationship
Before any investments are recommended or accounts are moved, we establish complete clarity around the scope of our services, mutual responsibilities, full fee transparency, and shared decision-making. You will know exactly how we work together and what to expect from day one.
- ✓ Clear written advisory scope & fiduciary engagement agreement
- ✓ 100% transparent, plain-English fee schedule review
- ✓ Defined communication cadence & decision framework
Simple, Transparent Alignment. No Hidden Layers.
Many investors pay hidden internal mutual fund loads, brokerage commissions, and layered wrap fees without ever seeing them on a bill. At Huron Investments, our fee structure is straightforward, transparent, and designed so we succeed only when you succeed.
Straightforward Assets Under Management (AUM)
Our standard annual advisory fee schedule starts at a transparent fee on managed assets—with lower fee breakpoints as your portfolio grows, and comprehensive financial planning integrated into the relationship.
Zero Onboarding Surprises or Lock-Up Contracts
Your assets remain safely held in your own name at an independent institutional custodian. You retain full visibility and control at all times.
Schedule Your Complimentary Discovery Call
No sales pitch or pressure. Choose a convenient time to discuss your goals, ask questions about our fiduciary approach, and see if Huron Investments is the right fit for you.
Your Intro Call is Reserved
Huron Investments Management, Inc.
Reach out directly by phone, email, or visit our River North office in Chicago.
Chicago Office
420 West Huron Street
Chicago, Illinois 60654
Direct Phone
(312) 714-9112Advisory Hours
Monday – Friday: 9:00 AM – 6:00 PM
Saturday – Sunday: By Appointment
Serving individuals, families, and small businesses in Chicago and remotely nationwide via secure digital onboarding.