Transparency Builds Trust
We strive to build a relationship with each client that is personal, consultative, and based on trust. Our goal is to deliver tailored advice that leads to financial success while giving our clients comfort in the process.
An effective wealth advisor is more than just a money manager. We hope to serve clients as their financial quarterback by managing portfolios within the context of a broader advisory relationship that encompasses each family’s unique circumstances.
No two private client portfolios are exactly alike, because a Dearborn Wealth Advisor custom-builds each portfolio based on the client’s unique situation, taking investment goals, risk appetite, time horizon, tax situation, and income requirements into consideration.
The Dearborn Experience
You get proactive service from your Wealth Advisor, who will personally keep you up to date on your portfolio. Personalized attention and exceptional service for each client is the hallmark of Dearborn Partners.
Team of Professionals
Your portfolio is handled by a team of professionals who have managed money successfully through decades of volatility and changing market climates.
Portfolios Built to Meet Your Needs
Your portfolio is constructed according to your specific needs, taking into account your investment objectives, time horizon, cash flow needs and ability to assume risk. An in-person relationship review is conducted at least once annually to confirm objectives and assess investment results.
Transparent Fees & Reporting
You have competitive, transparent fees that align our interests with yours. When your portfolio does better, we both do better. Quarterly reports are concise, informative and understandable, and investment results are always presented net of fees.
Account Access Online
You get a disciplined approach to investment strategy and portfolio construction that goes beyond just indexing or stock picking. Each client has full online access to view accounts at any time.
Proper allocation of capital among asset classes is the most important factor in generating superior investment returns.
In both the U.S. and international markets, there is little predictability in asset class performance from one year to the next. Investors who follow a structured, diversified strategy are more likely to capture returns wherever they occur in markets around the world.
Focus on What We Can Control
- Harness the power of rising dividends
- Structure portfolios around proven dimensions of return
- Minimize taxes and expenses
- Reduce turnover and be flexible in trading