WEALTH MANAGEMENT

While a comprehensive customized financial plan is the roadmap to help you achieve your life goals, wealth management is the fuel that gets you there. But this is more than just about money. It is your opportunity to align all of the matters that impact your life with a sophisticated wealth management solution, and give you the confidence that you have an investment portfolio in place that will help you achieve your goals.

At AHC Advisors, Inc., we will act as a fiduciary to you, partnering with you to develop a prudent investment strategy that fits your unique long-term goals. AHC is different from most investment advisory firms because we believe that it isn’t possible to manage your investments until we, together, discover what your goals are and then develop a comprehensive customized financial plan, before the first investment is even made. In fact we won’t offer wealth management services to a client until we have built a comprehensive financial plan. We will work side-by-side with you to map out your individual goals and develop a comprehensive financial plan that is constructed to meet your unique needs.  Our goal is to put you on a path toward financial security.

After we develop your comprehensive plan, AHC will work day in and day out, bringing your plan to life with our Wealth Management services. Our process-driven, systematic approach to investing incorporates advanced academic research and an investment plan that is tailored to your unique situation. At AHC Advisors, we focus on building broadly diversified, low-cost portfolios that are tailored to your goals. Our approach seeks to harness the long-term power of the markets, as opposed to falling for the siren song of the latest, “greatest” investment fads.

We believe in a passive approach to managing your assets. This doesn’t mean we sit back and do nothing.  Instead, it means we avoid getting caught up in the fast-paced, high frequency short-term trading. We don’t trade our clients money, we invest it. Academic research and studies by the brightest minds in finance, including Nobel Prize winners, have confirmed the wisdom of this approach to investing. Our approach to building wealth may be a little boring, but our clients like it that way – So do we.

We will also help you avoid the temptation to react to markets gyrations in an emotional way. No one can avoid market declines and sometimes these drops can be substantial. Studies have shown that making emotional decisions about your investments can devastate your portfolio, inflicting far larger losses than the markets would deliver on their own. We help insulate you from the market’s roller coaster ups and downs, and focus on the long-term progress towards achieving your goals.

We will always act as a fiduciary to you, serving clients in the Chicago suburbs including Elgin, Saint Charles, Geneva, Batavia and Naperville.  We also serve clients in Des Moines, Iowa.  Contact us to schedule your complimentary initial meeting.