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A Firm Foundation

Balasa Dinverno Foltz LLC is an independent private wealth management firm. We manage approximately $2 billion in assets for high-net-worth individuals and families.

 

Whole-Life Perspective

Our unified and personalized approach to wealth management lies in our unique ability to leverage an expansive team of wealth managers and specialized experts to provide our clients with comprehensive solutions.

 

Committed & Caring

Going hand-in-hand with building a secure and stable wealth foundation is maintaining a trusting and caring relationship. We are vested not only in the well-being of your wealth but also in the well-being of your family.

 

Fiduciary Responsibility

As a Securities and Exchange Commission Registered Investment Advisor, we are legally responsible to act in your best interest and to avoid conflicts of interest. We take this responsibility personally as well.

 

Awards & Recognition

We are proud to be consistently recognized among the industry, including recently being named one of the top local independent advisers by Chicago magazine and a top advisor for 2008 by Reuters AdvicePoint, being appointed to the 2008 Schwab Advisory Board, as well as being named 2009 “Best-Managed Firm” by Charles Schwab. But our true reward comes from the longevity of our client relationships, many of them spanning more than a decade. (See Important Disclosure Information)

 

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