Fiducient Advisors

Fiducient Advisors opened its doors on May 1, 1995 striving to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, endowments and foundations, individuals and families, and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. The hallmarks of our firm are simple: Help Clients Prosper Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities. Place Clients'​ Interests First Our goal is to provide straightforward advice. We do not offer proprietary products, receive commissions or charge money managers or vendors to be included in our database. We believe our ability to communicate with clients sets us apart. First, we listen. Then we offer meaningful recommendations in a proactive, timely manner. Practical Intellectual Capital We strive to improve returns, reduce risk or both. Equipped with proprietary modeling tools, we provide practical solutions for complex issues. We would like to be your valuable resource and welcome the opportunity to prove ourselves.

Cresset

Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $60 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes top RIA Firm. Registration does not imply a certain level of skill or training. Additional information about Cresset Asset Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov (CRD No. 288566). Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors. For information related to awards and ranks, visit our awards page: https://cressetcapital.com/disclosures/

Old Mission

Old Mission is a global, multi-asset market maker. We specialize in dynamically valuing individual securities and complicated derivatives at the speed of modern markets. We price thousands of financial instruments globally and have traded trillions of dollars of securities using our proprietary systems and models, both on and off exchange. Our market making platform enables us to work with the world’s largest exchanges, brokers, and institutional investors as a trusted partner, assisting them in transferring risk, often at prices that are much tighter than our competition.

wintrust wealth management

Wintrust Wealth Management provides a broad range of financial services to private clients and institutions. Founded in 1931, we are one of the oldest and most respected financial service providers based in the Midwest. We deliver our unique brand of wealth management services in the form of trust and estate services through The Chicago Trust Company, brokerage and investment planning through Wintrust Investments, institutional money management through Great Lakes Advisors, and 1031 exchange services through the Chicago Deferred Exchange Company. https://www.wintrustwealth.com/disclosures.html

Buckingham Strategic Wealth

We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealth's CRD number is 143323.